东方财富证券：H100租赁价格上涨提振云产业景气度 MAG云CAPEX有望持续投入

智通财经04-16

智通财经APP获悉，东方财富证券发布研报称，根据SemiAnalysis数据显示，近期GPU租赁市场依然紧张，截至2026年3月，H100一年期GPU租赁合同价格已飙升至2.35美元/小时/GPU，涨幅近40%。展望后续，AI推理需求扩张、主权AI建设推进以及企业端AI落地，仍可能支撑高端算力维持较高需求。随着MAG云Capex持续加码，产业链景气度有望持续，本轮涨价有望提升超大云厂商以及...

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