东吴证券：云涨价已现关注AI Agent需求带动下的云投资机会

智通财经02-02

智通财经APP获悉，东吴证券发布研报称，Counterpoint Research预计，2026年Q1存储价格还将上涨40%至50%，Q2继续上涨约20%。供需端视角上，供给侧硬件成本提升，需求侧AI Agent爆款不断推陈出新，全球大厂纷纷下场，云作为AI的基础设施，海外大厂谷歌(GOOGL.US)和亚马逊(AMZN.US)已经开始涨价，为多年来首次。随着春节临近，国内AI应用需求逐步提升，国内...

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Agent爆款不断推陈出新，全球大厂纷纷下场，云作为AI的基础设施，海外大厂谷歌(GOOGL.US)和亚马逊(AMZN.US)已经开始涨价，为多年来首次。随着春节临近，国内AI应用需求逐步提升，国内...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1400549.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0762541174.USD","symbol_name":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1400549.html","article_id":"2608851854","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608851854","pubTimestamp":1770020844,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"随着春节临近，国内AI应用需求逐步提升，国内云厂也会提价，AI云产业链有望引来投资机会。东吴证券主要观点如下：海外大厂云已经开始涨价谷歌云涨价。1月27日，谷歌云正式官宣涨价，自2026年5月1日起，对Google Cloud、CDN Interconnect、Peering以及AI与计算基础设施服务进行价格调整。供给端：存储涨价持续Counterpoint 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Agents","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"601555":1.95,"ALBmain":0.6,"GOOGL":1.87,"HBBD.SI":0.6},"content_text":"智通财经APP获悉，东吴证券发布研报称，Counterpoint Research预计，2026年Q1存储价格还将上涨40%至50%，Q2继续上涨约20%。供需端视角上，供给侧硬件成本提升，需求侧AI Agent爆款不断推陈出新，全球大厂纷纷下场，云作为AI的基础设施，海外大厂谷歌(GOOGL.US)和亚马逊(AMZN.US)已经开始涨价，为多年来首次。随着春节临近，国内AI应用需求逐步提升，国内云厂也会提价，AI云产业链有望引来投资机会。东吴证券主要观点如下：海外大厂云已经开始涨价谷歌云涨价。1月27日，谷歌云正式官宣涨价，自2026年5月1日起，对Google Cloud、CDN Interconnect、Peering以及AI与计算基础设施服务进行价格调整。具体涨价幅度如下：北美地区：数据传输价格从原来的0.04美元/GB上涨至0.08美元/GB，涨幅达100%。欧洲地区：从0.05美元/GB上涨至0.08美元/GB，涨幅为60%。亚洲地区：从0.06美元/GB上涨至0.085美元/GB，涨幅约为42%。亚马逊云涨价。1月23日，亚马逊云科技(AWS)近日上调其EC2机器学习容量块(Capacity Blocks for ML)价格约15%，其中p5e.48xlarge实例每小时费用由34.61美元涨至39.80美元。需求端：AI Agent落地速度大幅加快Moltclaw爆火。在Moltbook上，150万Clawdbot(现OpenClaw)还在以“指数级”的速度裂变。2月1日，谷歌宣布所有桌面端Chrome浏览器，正式接入Gemini3。这意味着，全球38亿用户手中的浏览器，一夜之间从一个单纯的网页查看工具，进化为了一个全能的AGI入口。1月25日，腾讯官方发布《关于春节分10亿现金的通知》。2月1日，腾讯元宝App已升至苹果商店免费App第一名。1月25日，百度发布文心助手关于春节现金红包活动的通知。供给端：存储涨价持续Counterpoint 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东吴证券：云涨价已现 关注AI Agent需求带动下的云投资机会

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东吴证券：云涨价已现关注AI Agent需求带动下的云投资机会