摩根士丹利：中国超大规模数据中心运营商的 1000 亿元人民币资本支出对互联网数据中心（IDCs）意味着什么？
摩根·2025-03-07 07:47
China Data Centers │ Asia Pacific What will hyperscalers' Rmb100bn capex mean for IDCs? 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 Morgan Stanley RESEARCH March 5, 2025 04:44 PM GMT Investors are asking how hyperscalers' Rmb100bn annual translates to the data center market. We lay out our conc and framework here. Key Takeaways | Exhibit 1: From hyperscalers' capex to data center capacity | | --- | MORGAN STANLEY ASIA I I Yang Liu Equity Analyst Yang.Liu@morg Industry View Morgan Stanley does and seeks to do business with ...