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中信建投-通信行业深度:人工智能提升算力需求,利用ETF布局云计算优质核心标的-230220

IT 上云是大势所趋,云计算降本增效显著,可采用虚拟化技术大幅提高服务器、存储的利用率,并具有弹性配置、按需服务、价格低廉、运维简单等优势。同时,人工智能应用的爆红,未来将推升对云计算的算力需求显著增长,也引起了投资者的广泛关注。根据中国信通院预测,伴随着经济回暖,全球云计算市场增长率将出现反弹,到 2025 年市场规模将超过 6000 亿美元,5年复合增长率将达到 23.56%;我国云计算市场将

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