A | 获悉，中金公司发布研报称，截至2026年8月14日，SW通信指数、通信设备板块点数较年初分别上涨36.3%、44.9%，大幅跑赢大盘。 PRAGUE -- The Czech coalition government on Tuesday faced a parliamentary no-confidence vote over opposition claims that it is incompetent in handling the economy and in controlling immigration.The main opposition centrist ANO (YES) movement led by populist billionaire Andrej Babis accused the government of failing to deal with high inflation driven by energy prices and a new wave of migration, among other issues. Inflation has been on the decline this year, dropping from 17.5% in January to 6.9% in September.The government has rejected the allegations.The two opposition parties, including ANO and the anti-migrant Freedom and Direct Democracy party, are unlikely to oust the five-party coalition government led by Prime Minister Petr Fiala, which has a comfortable majority in the lower house of Parliament.Babis, the former prime minister, also accused the government of caring more about Ukraine than about Czech citizens. The country has been a staunch supporter of Ukraine in its fight against Russian military aggression and has accepted over 350,000 people who fled the war. In early October, the government temporarily reintroduced checks along the border with Slovakia in an effort to stem a flow of migrants.The formal reason given for the no-confidence motion was Fiala’s refusal to accept an opposition demand that he dismiss his interior minister because he used a cellphone that was impossible to eavesdrop. Babis claimed Interior Minister Vit Rakusan had it to communicate with organized crime but offered no evidence.Czech lawmakers were debating the no-confidence motion, the third since the government took over after a 2021 election, with a vote expected late Tuesday or on Wednesday.Babis has also criticized a government package designed to keep the ballooning budget deficit under control. According to the plan, which still needs approval from the Senate and President Petr Pavel, Czech citizens would pay more for beer and medicine and businesses would face higher corporate taxes.。上半年海外算力链与产业链涨价行情贯穿，全球CSP资本开支上调、Token需求爆发、1.6T光模块放量及AI产业链业绩兑现共同驱动板块表现。继续看好AI算力成长主线，建议关注两大机会：1）国产算力：政策将算力提升至国家级基础设施高度，国产大模型持续迭代，超节点推动竞争从单卡性能向系统效率演进，关注服务器、交换机及液冷等环节；2）海外算力：CSP资本开支与云计算订单维持高景气，AI ASIC加速放量，800G/1.6T及scale-up光互连持续升级，关注ASIC、光模块等产业链。
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