开源证券:重视通信涨价方向 受益标的有阿里巴巴、腾讯控股等

同花顺iNews
Jan 28

2026年1月28日,开源证券发布了一篇通信行业的研究报告,报告指出,重视通信涨价方向-AI云IAAS和光纤。报告具体内容如下:亚马逊AWS宣布涨价,AI云基础设施稀缺性或日益凸显 2026年1月23日,全球云计算巨头亚马逊云科技宣布对其面向大模型训练的EC2机器学习容量块实施约15%的价格上调,这是AWS长达约二十年首次打破。“只降不涨”的定价传统。机器学习容量块是AWS为应对高性能GPU等稀缺...

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