(以下内容从德邦证券《通信行业周报:运营商投资向算力倾斜,AIDC具有持续性》研报附件原文摘录)投资要点:1.投资策略1.1运营商资本开支持续投向算力,算力基建持续完善。近期三大运营商,依次发布年报,各家算力基础建设均在逐步完善的阶段,同时均已经明确将加大对算力方向的资本开支。我们认为,三大运营商的资本投放或将充分带动算力基础设施配套产业链。1、运营商云相关收入增长良好。2024年中国联通算网数智...
Source Link(以下内容从德邦证券《通信行业周报:运营商投资向算力倾斜,AIDC具有持续性》研报附件原文摘录)投资要点:1.投资策略1.1运营商资本开支持续投向算力,算力基建持续完善。近期三大运营商,依次发布年报,各家算力基础建设均在逐步完善的阶段,同时均已经明确将加大对算力方向的资本开支。我们认为,三大运营商的资本投放或将充分带动算力基础设施配套产业链。1、运营商云相关收入增长良好。2024年中国联通算网数智...
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