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国金证券-信息技术产业行业周报：AI云端强劲需求，持续关注产业链投资机会-241103
AI云端强劲需求，持续关注产业链投资机会 电子板块：四大云厂商资本开支继续高增，继续看好Ai及苹果链方向。北美四大云厂商三季度合计资本开支588.6亿美元，同比增长59.1%，其中亚马逊Q3资本支出同比增长81%，达到226.2亿美元，微软Q3资本支出达到149.2亿美元，同比增长50.4%。云厂商资本开支继续保持高增长，英伟达BlackwelI芯片需求强劲，微软疯狂下单GB200 芯片和NVL7
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