智通财经APP获悉，云计算概念股集体上扬，截至发稿，浪潮数字企业(00596)涨3.76%，报8.56港元；中国软件国际(00354)涨3.53%，报5.57港元；盛业(06069)涨3.04%，报12.9港元；伟仕佳杰(00856)涨2.74%，报6.38港元；腾讯控股(00700)涨2.18%，报500.5港元；阿里巴巴-W(09988)涨1.9%，报123.6港元。
国盛证券发布研报称，上周北美各CSP巨头陆续公布财报，尽管关税政策导致宏观前景不明，但微软、Meta及亚马逊三家科技巨头财报数据均给出超出市场预期的营收和净利润，且均表示AI对业绩增长起到重要作用，未来仍将保持、甚至部分继续上调高水平资本支出。该行认为，尽管受关税扰动市场仍存担忧，但AI本身需求并未变化，目前正通过“资本开支扩张-商业化落地-业绩兑现”的正向循环持续发展。
华西证券表示，短期内，考虑全球地缘政治冲突、关税贸易冲突等一系列不确定性影响下，国产算力建设加速对国内市场需求有望提振，海外云厂商资本开支预期修复。野村认为，随着地端IT工作负载持续向云端转移，云计算市场正经历不可逆的发展趋势，人工智能亦将成为增长重新加速的关键驱动力。该行称，大语言模型(LLM)和生成式AI(GenAI)的发展仍处于早期阶段，未来将在推动全球及中国云服务提供商(CSPs)增长重新加速方面发挥至关重要的作用。
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