人工智能行业专题：IDC建设周期在即，关注国产算力机遇
国信证券·2025-01-03 01:08
证券研究报告 | 2025年01月02日 | --- | --- | --- | --- | --- | --- | --- | --- | |-------|------------------------|-------|--------------------------------|----------------------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 建设周期在即，关注国产算力机遇 | | | | | | IDC | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 行业研究 · 行业专题 | | | | | | | | | 计算机 · 人工智能 | | | | | | | | | 投资评级：优于大市（维持） | | | | | | | 证券分析师：熊莉 | | | 证券分析师：艾宪 | | | | | | 021-61761067 | | | 0755-22941051 | | | | ...