通信:DEEPSEEK+带来的运营商云与AIDC价值重估

中泰证券股份有...
16 Feb

全球科技巨头加大CAPEX,将有效拉动AIDC 增长。海外方面,24Q4 亚马逊/微软/Meta/谷歌资本开支合计约742.79 亿美元,同比增长77.97%,环比增长约29.19%。国内方面,BAT 资本开支23Q2 起整体回暖,24Q3 合计约370 亿元,同比增长约136%,环比增长62%,开支重点为购买处理器和基础设施,为AI 大语言模型训练提供支持。AI 驱动算力提升,IDC 将向智算...

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