{
  "primary_sources": [
    {
      "name": "Sightline Climate - Data Center Outlook",
      "url": "https://sightlineclimate.com",
      "type": "产能规划/延期追踪",
      "frequency": "季度",
      "priority": "high"
    },
    {
      "name": "Data Center Watch (10a Labs)",
      "url": "https://datacenterwatch.org",
      "type": "项目取消/社区反对追踪",
      "frequency": "月度",
      "priority": "high"
    },
    {
      "name": "SemiAnalysis",
      "url": "https://semianalysis.com",
      "type": "数据中心产能深度分析",
      "frequency": "不定期",
      "priority": "high"
    },
    {
      "name": "Morgan Stanley - AI Capex Forecasts",
      "url": "https://morganstanley.com",
      "type": "Capex预测/经济影响",
      "frequency": "季度",
      "priority": "high"
    },
    {
      "name": "Goldman Sachs - AI Spending Forecasts",
      "url": "https://goldmansachs.com",
      "type": "AI支出预测/投资策略",
      "frequency": "季度",
      "priority": "high",
      "note": "2026-07上调2025-2030 AI支出至5.3万亿美元"
    },
    {
      "name": "TrendForce 集邦咨询",
      "url": "https://trendforce.com",
      "type": "九大CSP Capex追踪",
      "frequency": "季度",
      "priority": "high",
      "note": "2026-05上调九大CSP Capex至8300亿美元"
    },
    {
      "name": "超大规模厂商 Earnings Reports",
      "type": "实际Capex数据",
      "frequency": "季度",
      "priority": "critical",
      "companies": ["MSFT", "GOOGL", "AMZN", "META", "ORCL"],
      "next_earnings": "Meta 7/29, Samsung 7/30, SK Hynix 7/29"
    },
    {
      "name": "Financial Times - SPV/Structured Finance",
      "url": "https://ft.com",
      "type": "SPV融资追踪",
      "frequency": "不定期",
      "priority": "high"
    },
    {
      "name": "Bloomberg - Data Center Coverage",
      "url": "https://bloomberg.com",
      "type": "综合数据中心新闻",
      "frequency": "持续",
      "priority": "high"
    },
    {
      "name": "Beating - 数据中心禁令追踪",
      "url": "https://beating.com",
      "type": "美国数据中心禁令/限制立法",
      "frequency": "持续",
      "priority": "high",
      "note": "追踪300+禁令, 275+项2026年出台"
    },
    {
      "name": "CBRE - Asia Pacific Data Centre",
      "url": "https://cbre.com",
      "type": "亚太数据中心投资趋势",
      "frequency": "年度",
      "priority": "medium"
    },
    {
      "name": "CoreWeave Investor Relations",
      "url": "https://investors.coreweave.com",
      "type": "SPV融资/运营数据",
      "frequency": "季度",
      "priority": "high"
    },
    {
      "name": "Equinix / Digital Realty IR",
      "type": "REIT运营数据",
      "frequency": "季度",
      "priority": "medium",
      "next_event": "DLR Q2财报 2026-07-23 (已公布)"
    },
    {
      "name": "Samsung Electronics IR",
      "url": "https://news.samsung.com/global",
      "type": "存储/HBM/半导体财报",
      "frequency": "季度",
      "priority": "high",
      "next_event": "三星Q2完整财报 2026-07-30 (业绩指引已公布: 营收171万亿韩元, OP 89.4万亿韩元)"
    },
    {
      "name": "CNBC - Amazon Bond Coverage",
      "url": "https://cnbc.com",
      "type": "AI债券/超大规模厂商融资",
      "frequency": "持续",
      "priority": "high",
      "note": "2026-07-08 亚马逊250亿美元发债报道"
    },
    {
      "name": "中财网 (CFi.CN)",
      "url": "https://cfi.cn",
      "type": "AI债券市场/科技巨头融资",
      "frequency": "持续",
      "priority": "medium",
      "note": "2026-07-08 AI债券抛售报道"
    }
  ],
  "chinese_sources": [
    {
      "name": "界面新闻",
      "url": "https://jiemian.com",
      "type": "国内数据中心/AI基建报道"
    },
    {
      "name": "财联社",
      "url": "https://cls.cn",
      "type": "SPV融资/科技巨头capex"
    },
    {
      "name": "雪球",
      "url": "https://xueqiu.com",
      "type": "投资者讨论/深度分析"
    },
    {
      "name": "新浪财经",
      "url": "https://finance.sina.com.cn",
      "type": "美股/数据中心/AI基建综合"
    },
    {
      "name": "Odaily",
      "url": "https://odaily.news",
      "type": "加密/AI基建深度分析"
    },
    {
      "name": "LongPort",
      "url": "https://longportapp.cn",
      "type": "美股/科技/AI基建"
    }
  ]
}