业绩整体符合我们预期美股科技板块IaaS 2025 年一季度业绩已披露完毕,在本篇报告中我们对美股IaaS公司的业绩亮点、云计算业务情况进行梳理,以反映整个季度的IaaS板块情况。发展趋势本季度云业务下游需求强劲,算力供给瓶颈逐步缓解,带动以微软、Oracle为代表的云厂商增速回弹。微软Azure本季度营收同比增长33%(vs.上季度31%)至193 亿美元,AI贡献收入占比环比提升3ppt至...
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