中信证券研报表示,2026年将是北美主要云计算厂商收入加速增长的一年,来自大客户的AI训练、推理料将成为主要需求驱动力,传统云业务需求亦稳步复苏,而数据中心、定制芯片的投产等将会进一步缓解算力供给端的
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