瑞银:三大云厂调查和前瞻

塔子哥的随笔
Jan 25

近期,有关美股巨头资本开支,云增速以及SaaSvs硬件的叙事都备受市场关注。财报季到来,谷歌、微软、亚马逊三大云厂的增速、份额和利润都受到关注,市场希望其释放增速强劲的讯号,也希望下游客户增加投入。瑞银在最近的报告中指出,云厂客户对25Q4和今年增长充满信心,并且决定加大投入。三大云厂中,谷歌云凭借数据与AI领域优势脱颖而出,Azure持续抢占市场份额,AWS增长目标虽门槛较高但具备可行性。具体...

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