智通财经网·2025-05-08 03:38Group 1 - Cloud computing stocks have collectively risen, with notable increases in companies such as Inspur Digital Enterprise (+3.76%), China Software International (+3.53%), and Tencent Holdings (+2.18%) [1] - North American cloud service providers (CSPs) reported earnings that exceeded market expectations, with Microsoft, Meta, and Amazon highlighting the significant role of AI in their revenue growth [1] - Despite concerns over tariff policies affecting the macro outlook, the demand for AI remains unchanged, contributing to a positive cycle of capital expenditure expansion, commercialization, and performance realization [1] Group 2 - Domestic demand for computing power is expected to be boosted by accelerated local infrastructure development amid global geopolitical and trade uncertainties [2] - The cloud computing market is undergoing an irreversible trend as IT workloads shift to the cloud, with artificial intelligence identified as a key driver for renewed growth [2] - The development of large language models (LLM) and generative AI (GenAI) is still in its early stages, which will play a crucial role in accelerating growth for global and Chinese CSPs [2]