（来源：君实财经）AIDC行业更新20260126庆祝伴随H200重新回归，预计IDC相关招标将密集落地，阿里、字节、腾讯全年招标预期都超1GW，后续还有上修空间。今年关注几个变化：1）IDC价格目前处于历史绝对低位，当前能耗指标仍然严格管控，需求加速落地，后续可期待部分项目涨价与盈利提升；2）预计阿里、腾讯、字节已逐步放弃自建IDC（考虑能耗和重资产投入），因此第三方IDC格局明显好转。庆祝...
Source Link（来源：君实财经）AIDC行业更新20260126庆祝伴随H200重新回归，预计IDC相关招标将密集落地，阿里、字节、腾讯全年招标预期都超1GW，后续还有上修空间。今年关注几个变化：1）IDC价格目前处于历史绝对低位，当前能耗指标仍然严格管控，需求加速落地，后续可期待部分项目涨价与盈利提升；2）预计阿里、腾讯、字节已逐步放弃自建IDC（考虑能耗和重资产投入），因此第三方IDC格局明显好转。庆祝...
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