港股概念追踪 | 云厂商涨价落地算力租赁进入卖方市场（附概念股）

智通财经05-05

摩根士丹利于2026年5月3日发布中国云与数据中心行业研报，基于对国内头部数据中心运营商、新兴云厂商的实地走访交流，核心判断行业需求前景显著乐观，市场低估了本轮行业景气度。算力租赁市场已呈现显著的卖方市场特征，供应链能力成为厂商的核心竞争壁垒。为锁定算力产能，客户愿意提供更优厚的合作条款，包括提升定价以扩大厂商毛利空间、提前支付款项等。为管控经营风险，算力租赁厂商通常会要求与客户签订覆盖设备全...

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港股概念追踪 | 云厂商涨价落地 算力租赁进入卖方市场（附概念股）

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港股概念追踪 | 云厂商涨价落地算力租赁进入卖方市场（附概念股）