通信行业研究：海外AI算力仍然紧缺，阿里发布3Q业绩

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（以下内容从国金证券《通信行业研究：海外AI算力仍然紧缺，阿里发布3Q业绩》研报附件原文摘录）通信周观点：1）海外算力链本周呈现市值修复的态势，光通信板块涨幅较大。谷歌云AI基础设施负责人表示谷歌未来每6个月将计算能力翻倍，并预计未来4-5年内需要实现1000倍的算力增长，说明算力需求仍高度紧缺，谷歌链本周走强。同时，OpenAI、AWS等海外大厂继续推进AI基础设施扩建：AWS宣布在美国政府区域...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130220617a71aef3f&s=b><strong>国金证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（以下内容从国金证券《通信行业研究：海外AI算力仍然紧缺，阿里发布3Q业绩》研报附件原文摘录）通信周观点：1）海外算力链本周呈现市值修复的态势，光通信板块涨幅较大。谷歌云AI基础设施负责人表示谷歌未来每6个月将计算能力翻倍，并预计未来4-5年内需要实现1000倍的算力增长，说明算力需求仍高度紧缺，谷歌链本周走强。同时，OpenAI、AWS等海外大厂继续推进AI基础设施扩建：AWS宣布在美国政府区域...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130220617a71aef3f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BABA","symbol_name":"阿里巴巴","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130220617a71aef3f&s=b","article_id":"2587279206","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130220617a71aef3f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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