国泰海通：数据中心行业迎来新一轮黄金发展期

Core Viewpoint - The data center industry is entering a new golden development period driven by intelligent computing, with an optimized supply-demand structure and stabilized prices in the domestic market [1] Industry Summary - The domestic data center market has undergone adjustments, leading to an improved supply-demand structure and price stabilization [1] - The overseas data center market is experiencing a trend of price increases [1] - The demand for intelligent computing data centers is rising due to AI, which is expected to further balance the global data center market supply and demand, leading to a potential recovery in rental prices [1]