国泰君安：阿里资本开支上行带动国产算力投资

智通财经2025-02-24

智通财经APP获悉，国泰君安证券发布研究报告称，阿里资本开支超预期，未来3年AI基础设施资本投资年均投资额或将超过500亿元。阿里大幅增加AI基础设施投资，国内CSP厂商将积极跟进，有望复现“互联网+”周期中出现的IDC投资热潮。推荐阿里IDC产业链的相关厂商，推荐顺序为光模块 >IDC >交换机 >液冷 >电源。1)光模块/芯片；2)IDC；3)交换机；4)液冷；5)电源。阿里资本开支超预期，...

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power","themeId":"2c91e638b25d0f47bf150fafe4b2b915","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601211":1,"02611":1,"BABA":1,"09988":0.6},"content_text":"智通财经APP获悉，国泰君安证券发布研究报告称，阿里资本开支超预期，未来3年AI基础设施资本投资年均投资额或将超过500亿元。阿里大幅增加AI基础设施投资，国内CSP厂商将积极跟进，有望复现“互联网+”周期中出现的IDC投资热潮。推荐阿里IDC产业链的相关厂商，推荐顺序为光模块 >IDC >交换机 >液冷 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国泰君安：阿里资本开支上行 带动国产算力投资

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国泰君安：阿里资本开支上行带动国产算力投资