网宿科技：公司有望受益于CDN等云服务涨价趋势

广发证券股份有...01-30

海外云厂商的CDN 等云服务价格上调。根据谷歌云官网的数据，谷歌云CDN 的价格预计在2026 年5 月上调。我们认为谷歌云CDN 价格上调，核心是AI 驱动的算力与传输需求增加以及算力基础设施成本的上涨。具体来看：从需求端来看，大模型训练和推理、AI Agent 等带来跨区域数据传输量的增长推动了CDN 互联与对等互联资源负载的增加，导致云厂商运维与扩容成本快速增长。从供给端来看，AI 芯片、...

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