开源证券：租赁涨价潮席卷全域市场重视腾讯云涨价投资机会

智通财经03-12

智通财经APP获悉，开源证券发布研报称，据行业监测，2026年开年AI算力需求激增驱动算力租赁市场进入涨价周期。AI应用普及与OpenClaw框架或引爆推理需求，叠加英伟达产能受限、硬件成本上行及国产替代缺口，驱动市场进入“卖方市场”，判断算力租赁涨价或持续，务必重视AI云IAAS投资机会。OpenClaw的发展或大幅提升对于AI云IAAS的需求，腾讯云涨价给AI云IAAS打开了长期涨价空间，...

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开源证券：租赁涨价潮席卷全域市场 重视腾讯云涨价投资机会

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开源证券：租赁涨价潮席卷全域市场重视腾讯云涨价投资机会