【中信建投:四大北美云厂商财报多超市场预期 有望促进AI基础设施产业链景气度持续向上】中信建投研报称,微软/亚马逊/谷歌/Meta 四大北美云厂商财报多超市场预期,资本开支维持高位,持续加大服务器、数据中心和网络基础设施等AI基建支持,有望促进AI基础设施产业链景气度持续向上:1)利好有数据、有客户、有场景的软件企业,AI产品有望带动公司ARPU提升和项目单价上升;2)模型私有化需求增加,利好一体机、超融合和B端服务外包企业。

金融界
05 May
中信建投研报称,微软/亚马逊/谷歌/Meta 四大北美云厂商财报多超市场预期,资本开支维持高位,持续加大服务器、数据中心和网络基础设施等AI基建支持,有望促进AI基础设施产业链景气度持续向上:1)利好有数据、有客户、有场景的软件企业,AI产品有望带动公司ARPU提升和项目单价上升;2)模型私有化需求增加,利好一体机、超融合和B端服务外包企业。

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