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美股新股前瞻|亮眼業績難掩瑕疵，研發佔比僅3.8%的數智雲庫(DCR.US)能否從劇烈競爭中突圍?

麥格理：人形機器人未來5年CAGR將超70%！市場機遇在哪裏？

智通财经网

IDC：2028年中國ICT市場規模將超7517億美元五年複合增長率6.5%

【機構：2028年中國ICT市場規模將超7517億美元，五年複合增長率6.5%】2月25日，國際數據公司（IDC）最新數據顯示，2024年全球ICT市場總投資規模接近5.3萬億美元，並有望在2028年增至6.9萬億美元，五年複合增長率（CAGR）為7%。IDC預測，2028年中國ICT市場規模接近7517.6億美元，五年複合增長率（CAGR）為6.5%。其中，消費端在政策刺激與新興技術產品推動下迎來複蘇，智能終端需求有所增長。

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存儲市場，又變天了？

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15:25","pubTimestamp":1740641119,"startTime":"0","endTime":"0","summary":"从业绩来看，数智云库实现了高增长。产业机遇与市场挑战并存，研发占比仅3.8%数智云库高增长的背后，与下游各细分领域需求的持续旺盛有直接关系，且数智云库未来的发展仍将受益于此。此外，数智云库客户集中度相对偏高。2023财年时，数智云库三个客户占公司总收入的比例分别为27%、15%、11%，合计高达53%。若未来头部客户需求减弱或流失，或会对数智云库的业务经营造成冲击。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1255180.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IPO","CAGR","BK4159"],"gpt_icon":0},{"id":"2514024329","title":"麥格理：人形機器人未來5年CAGR將超70%！市場機遇在哪裏？","url":"https://stock-news.laohu8.com/highlight/detail?id=2514024329","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514024329?lang=zh_tw&edition=fundamental","pubTime":"2025-02-26 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五年複合增長率6.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514952037","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514952037?lang=zh_tw&edition=fundamental","pubTime":"2025-02-25 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11:52","pubTimestamp":1740455550,"startTime":"0","endTime":"0","summary":"2月25日，国际数据公司（IDC）最新数据显示，2024年全球ICT市场总投资规模接近5.3万亿美元，并有望在2028年增至6.9万亿美元，五年复合增长率（CAGR）为7%。IDC预测，2028年中国ICT市场规模接近7517.6亿美元，五年复合增长率（CAGR）为6.5%。其中，消费端在政策刺激与新兴技术产品推动下迎来复苏，智能终端需求有所增长。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/25115248364067.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["CAGR","BK4159"],"gpt_icon":0},{"id":"2513717341","title":"AI重塑雲數倉，讓企業最有價值的數據潛力“大爆發”","url":"https://stock-news.laohu8.com/highlight/detail?id=2513717341","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513717341?lang=zh_tw&edition=fundamental","pubTime":"2025-02-24 16:41","pubTimestamp":1740386470,"startTime":"0","endTime":"0","summary":"在金融领域，云数据仓库可用于风险评估与客户分析。它能整合客户的各类交易数据、信用记录等，辅助银行准确评估风险，制定贷款策略。零售行业中，云数据仓库助力销售分析与库存管理。数据仓库是企业工作负载的中心枢纽，“拥有”企业最有价值的数据；云数据仓库特征日益凸显。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/251534","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0545039389.USD","IE00BFSS7M15.SGD","IE00B3SWFQ91.USD","BK4543","IBM","LU1914381329.SGD","LU2362541273.HKD","LU0879622024.SGD","LU1868837136.USD","ML","LU2458330169.SGD","IE00B3S45H60.SGD","SNOW","LU0868494617.USD","LU0289739343.SGD","LU1244550577.SGD","IE0004445239.USD","LU2552382058.USD","LU1935043023.USD","LU0354030438.USD","LU1791710400.SGD","LU0820561818.USD","MSFT","LU2361044949.HKD","LU0661504455.SGD","LU1059921491.USD","BK4527","LU0345769128.USD","LU0965508806.USD","LU0068578508.USD","LU1670628061.USD","LU0792757196.USD","LU0640476718.USD","CAGR","LU1988902786.USD","LU0345774631.USD","LU2404859667.USD","LU0672654240.SGD","LU1037948541.HKD","LU2054465674.USD","LU0957808578.USD","IE0004091025.USD","LU2552382132.HKD","LU0029864427.USD","IE00B5949003.HKD","LU1267930573.SGD","SG9999004303.SGD","LU2602419157.SGD","LU1585245621.USD"],"gpt_icon":1},{"id":"2513346717","title":"扎堆修復“爛臉”的年輕人，帶火了醫美新賽道","url":"https://stock-news.laohu8.com/highlight/detail?id=2513346717","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513346717?lang=zh_tw&edition=fundamental","pubTime":"2025-02-24 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