谷歌云的高增长才开始!大摩:保守算,明年增速也可能超过50%

华尔街见闻
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大摩认为,通过对谷歌云收入结构的拆解,即便在相对保守的假设下,谷歌云在2026年的营收增长率极有可能超过50%,这一预测比市场普遍预期高出约15%。 据追风交易台消息,大摩在11月5日的报告中表示,市场的普遍共识可能严重低估了谷歌云(Google Cloud)的增长潜力。 通过对谷歌云收入结构的拆解,即“积压订单”(Backlog)和“即时需求”(On-demand)两部分业务的协同增长。大摩认为...

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