引言:上篇报告中,我们讨论了IDC 是一门什么样的生意、AIDC 与IDC 的差异、如何理解IDC 需求、如何把握供给端发展演变,以及IDC 将何去何从。本篇报告是我们IDC 行业报告的第二篇,聚焦市场关注点,重点讨论量化视角下的IDC 需求和IDC 估值两个问题,并梳理相关标的。如何多视角测算IDC 需求?我们提供四种IDC 需求测算逻辑:1)资本开支视角:从BBAT 资本开支计划推算,内含两个...
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