大摩：“东数西算”有效地将供应从全国范围收敛到10大集群

格隆汇02-02

摩根士丹利最新发布研报，提出数据中心板块新的利好趋势，主要观点如下：1、规模需求、资源可得性与“东数西算”政策导向正共同推动超大规模云服务商将未来的数据中心部署转向偏远地区，利好在当区有充沛资源的数据中心建设商。2、追踪内地超大规模云服务商的资本开支，2026年可达4400亿元(人民币，下同)，并估算当中32%(即约1410亿元)会投资于本土算力。3、配合国产AI芯片产能爬坡及功效追上外国对手，...

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