文 | 港股研究社近日,数据库巨头甲骨文拿下云服务大单,预计一年创收300亿美元的消息传出,股价应声飙升创历史新高。这背后折射出全球IT产业正在经历历史性变革,以算力为核心的产业升级周期已全面开启。这场变革正从云端向终端加速渗透,企业端侧算力投入持续加码,叠加商用PC更新周期临界点到来,全球IT硬件市场迎来复苏拐点。然而,技术迭代与硬件革新在创造机遇的同时,也为企业IT支出带来结构性挑战。AI技术...
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