金吾财讯 | 中信建投表示，北美四家云厂商资本开支保持高速增长趋势。国内云厂预计也有望提升capex计划，近期国内头部云厂商纷纷宣布上线或部署DeepSeek，并且在大模型和应用领域持续有重大进展。阿里巴巴与苹果合作为国行iPhone开发AI功能。微信搜一搜在调用混元大模型丰富AI搜索的同时，近日正式灰度测试接入DeepSeek。三大运营商、各行业相关软件/应用公司等相继宣布上线或部署 DeepSeek。建议持续重视算力产业链，算力服务提供商、私有云/公有云服务商、IDC建设相关链条及服务器、交换机等设备厂商等有望获益。该行指，IDC行业有望进入新周期。当前能够满足CPU算力要求的有效机房已经得到明显消化，GPU算力的高功率要求将推升新机房订单下放。建议重点关注存量机房上架率高、新业务聚焦GPU算力相关的IDC企业。
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