美银证券：加价反映AI需求强劲看好万国数据及金山云

格隆汇02-13

美银证券发布研报称，本周观察到中国AI行业多项瞩目进展。该行认为这对中国数据中心板块带来关键影响，包括国内AI龙头大模型迭代加速，模型训练带动数据中心需求增强；编程、推理及多模态能力提升，或会加快企业及开发者采用，带动推理端数据中心需求上升；云服务商上调公有云价格，或进一步稳定IDC租赁定价趋势。公有云方面，AI需求强劲或进一步支撑云服务价格，并推动硬件/记忆体成本上升的转嫁。总体而言，该行看好...

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美银证券：加价反映AI需求强劲 看好万国数据及金山云

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美银证券：加价反映AI需求强劲看好万国数据及金山云