通信行業研究：海外AI算力仍然緊缺，阿里發佈3Q業績

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11/30

（以下內容從國金證券《通信行業研究：海外AI算力仍然緊缺，阿里發佈3Q業績》研報附件原文摘錄）通信周觀點：1）海外算力鏈本週呈現市值修復的態勢，光通信板塊漲幅較大。谷歌雲AI基礎設施負責人表示谷歌未來每6個月將計算能力翻倍，並預計未來4-5年內需要實現1000倍的算力增長，說明算力需求仍高度緊缺，谷歌鏈本週走強。同時，OpenAI、AWS等海外大廠繼續推進AI基礎設施擴建：AWS宣佈在美國政府區域...

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