据中信建投消息Oracle发布财报显示其云订单暴涨至4550亿美元较去年同期翻逾四倍。AI客户对算力基础设施的需求显著增长推动Oracle云业务和阿里云收入双双上升。中信建投建议关注算力基础设施产业链尤其是国内外AI算力市场的强劲需求。此外中国移动启动空芯光缆招标表明国内互联网公司正加速试用新型光缆技术以满足AI需求。中美将在西班牙讨论经贸问题商务部对美芯片反倾销调查也引发关注。
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