计算机行业双周报:北美四大CSP再次上调全年资本开支指引 全球算力需求有望维持高位

东莞证券股份有...
Aug 01, 2025

计算机行业指数涨跌幅及估值: 申万计算机板块近2 周(2025/7/18-2025/7/31)累计上涨1.25%,跑赢沪深300指数0.23个百分点,在31个申万一级行业中排名第17名;申万计算机板块7月累计上涨3.86%,跑赢沪深300指数0.31个百分点;申万计算机板块今年累计上涨13.08%,跑赢沪深300指数9.51个百分点。截至2025年7月31日,据同花顺数据显示,SW计算机板块PE ...

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