万联证券指出，海内外头部厂商正加速加码光学技术与液冷等AI算力基础设施核心环节。英伟达近期分别向Lumentum和Coherent各投资20亿美元，并签署包含数十亿美元采购承诺及先进激光组件、光网络产品产能使用权的战略协议，凸显其对光通信在AI算力产业链中关键地位的高度重视；同期，华为在MWC 2026发布“以智赋网、以网兴智”下一代全光网方案，ITU-T亦正式发布ION-2030技术框架，推动光网络代际升级；中兴通讯则于同一展会推出模块化冷板式液冷CDU，支持400kW至2MW弹性扩容，精准匹配高算力散热需求。上述动向共同强化了AIDC建设、光互连、光纤光缆及液冷等领域的景气预期。
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How the Billikens can advance to the Sweet 16: Saint Louis an efficient offensive operation, shooting around 59% inside the arc and around 40% from 3. That's what the Billikens will need to get a win over a Michigan team with just three losses this season. They'll have to be good on the perimeter and around the rim as they were against Georgia on Thursday with 66 points in the paint. But how? They'll have to attack Michigan's big men, especially Aday Mara, on ball screens, which is what Duke did down the stretch of its win over Michigan this season, and find ways to score. The 7-foot-3 Mara could be a weak link against a Saint Louis roster that has six players who have made at least 37% of their 3-point attempts this season. Saint Louis can advance if it exhausts Michigan's frontcourt with an inside-outside game that keeps the Wolverines guessing and plays its best defense of the season to protect the rim against one of America's biggest frontcourts. Easier said than done. -- Myron Medcalf
⚡️ LLM Extraction - Use LLMs in JSON mode to extract structured data according to input Zod schema. Token usage limit and tracking included.