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东兴证券-传媒互联网&通信行业报告：拼多多驿站获快递经营许可，美团五一本地消费增长25%-240506

传媒互联网&通信行业：拼多多驿站获快递经营许可，美团五一本地消费增长 25% 周观点：浪潮信息 AI 服务器产线充沛。从需求端看，根据赛迪顾问数据，2022 年中国服务器市场出货量约 448 万台。从供给端看，2016 年浪潮信息服务器及部件生产量 73万件；2016-2023年，浪潮信息新投产生产基地超过 10座，预估服务器年产能新增超过 70万台；截至 2023年年底，浪潮信息在全球运营 1

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