阿里巴巴-SW重拾阿里云(系列一):中国AI新阶段下的增长复苏

华创证券
04 Mar

国内云市场格局:IaaS+PaaS 一体或拉动公有云市场的二次增长周期。国内云计算的增长引擎是公有云(23 年公有云收入占比74%,yoy+40%;vs. 私有云yoy+21%);在公有云的细分市场规模中,IaaS 规模最大(占比74%),PaaS 增速最快,而PaaS 更体现云厂商软件技术价值。在AI 浪潮的推动下,企业也将更倾向于采用IaaS+PaaS 一体化的解决方案,从而释放更多精力聚焦在...

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