云1Q25回顾:企业端需求逐步释放 AI驱动云持续增长

中金公司
Jul 03

行业近况1Q25 国内三大云厂商的收入增速环比加速,业绩得到兑现。往后看,需求端需紧密观察行业新应用的变化、企业需求的扩张,我们期待有影响力的AI Agent出现,对C端用户习惯和B端企业降本增效带来根本性的改变;从供给端看,也需跟踪上游芯片供应的变化,以及供需匹配的节奏。当然短期季度之间的云计算利润率波动在所难免,我们认为只要用户需求是真实的,云厂商提供的产品和服务有差异化,稳健攀升的利润率水平...

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