股票策略 | 摩根士丹利:全球云资本开支增速再上调22个百分点,AI需求比预期更猛

岭楠科技
Mar 03

2月9日,摩根士丹利发布了一份关于全球云资本开支的报告。报告指出,尽管市场已经对AI带动的云基建热潮有所预期,但实际的增长势头,仍超出人们想象。一、云资本支出增加云资本开支是指云服务商(如亚马逊、谷歌云、微软、Meta等)用于建设数据中心的投入,包括购买服务器、GPU芯片、网络设备、建设数据中心等。2026年,全球顶级云服务商的云资本开支预计将达到约7340亿美元。摩根士丹利的模型更为激进,预测...

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