东北证券发布观点认为：全球智算投资持续加码，芯片功耗攀升与机柜密度跃增驱动供电升级。2024至2025年，全球科技企业与政府积极加大AI算力投资。海外方面，北美云厂商资本开支显著增长，截至2025年中报显示，英伟达资本支出达31.22亿美元，同比+132%；亚马逊资本支出达572.02亿美元，同比+76%；微软资本支出达307.27亿美元，同比+56%；谷歌资本支出达396.43亿美元，同比+...
Source Link东北证券发布观点认为：全球智算投资持续加码，芯片功耗攀升与机柜密度跃增驱动供电升级。2024至2025年，全球科技企业与政府积极加大AI算力投资。海外方面，北美云厂商资本开支显著增长，截至2025年中报显示，英伟达资本支出达31.22亿美元，同比+132%；亚马逊资本支出达572.02亿美元，同比+76%；微软资本支出达307.27亿美元，同比+56%；谷歌资本支出达396.43亿美元，同比+...
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