计算机行业点评报告：云涨价已现关注AI AGENT需求带动下的云投资机会

东吴证券02-02

投资要点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/...

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计算机行业点评报告：云涨价已现 关注AI AGENT需求带动下的云投资机会

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计算机行业点评报告：云涨价已现关注AI AGENT需求带动下的云投资机会