沙利文《报告》也显示，高技术产业外资投入占比逐年上升，汽车制造、生命科学、消费零售等领域成为 外资布局重点。由于外资投入均为高技术行业，不仅仅包含营销等业务，往往还涉及研发中心、高端制造 工程等落地，这极大刺激了外企对于数字化转型的进程和拥抱云计算的趋势。 随着中国市场持续对外开放，在华外企对于中国市场的投资热度稳步提升。在华外企业务在深度融入中国 市场的同时，其数字化转型的进程也在提速，尤其是对于云计算拥抱成为大势所趋。如今，云计算已不再 仅是技术支持工具，而是演变为跨国企业在中国市场扎根、生长与进化的核心战略设施。 近日，弗若斯特沙利文（Frost & Sullivan）联合头豹研究院发布最新的《2025年在华外商企业云计算服务采 用研究报告》（以下简称《报告》）。《报告》显示，截至2024年年底，外商在华设立企业总量达68万家 以上，超过80%的在华外企选择多供应商云服务方案，"本土云+国际云"协同部署占比超60%，行业化用云 特征日益凸显。 这标志着外企用户在中国云计算市场中扮演着重要角色。而像亚马逊云科技这样的全球云巨头在中国市场 的深度布局，有望通过全球一致性体验和全栈赋能，为外企数字化转型和上云 ...

Market Performance - The Dow Jones surpassed the historic 50,000 mark, closing at 50,115 points, its highest ever [1][7] - The S&P 500 increased by 1.97% to 6,932, while the Nasdaq rose by 2.18% to 23,031 [7] - For the week, the Dow Jones gained 2.5%, the S&P 500 decreased by 0.1%, and the Nasdaq fell by 1.9% [8] Company-Specific Developments - Nvidia's stock surged by 7.8%, while Advanced Micro Devices and Broadcom rose by 8.3% and 7.1%, respectively, driven by expectations of increased AI infrastructure spending [2] - Amazon's shares dropped by 5.6% after announcing plans for a more than 50% increase in capital expenditures to enhance its AI capabilities [1] - Roblox's stock rallied nearly 10% after projecting fiscal 2026 bookings above estimates, contrasting with Reddit's 7.4% decline despite positive revenue forecasts [9] Industry Trends - There is a notable rebound in software and data services companies following recent losses, indicating a shift in investor sentiment [5] - Concerns about AI competition affecting software companies' margins have emerged, alongside worries about high valuations in AI-related stocks [3] - The semiconductor sector is expected to benefit from increased spending on AI data centers, as indicated by the rally in chip stocks [2]

Core Insights - OVHcloud has launched its new Bare Metal 2026 generation of dedicated servers to address the challenges organizations face in managing large volumes of data while controlling costs and environmental impact [1][7] Product Features - The Bare Metal 2026 servers are built on the latest AMD Ryzen and AMD EPYC processors, designed for cost-effective power and high resiliency, suitable for various use cases such as machine learning, blockchain, and online gaming [2][3] - The servers feature high core counts, high-speed DDR5 memory, and a variety of rapid storage options, optimizing performance per watt for sustainability [4] - The lineup includes unlimited traffic network connections, with guaranteed public bandwidth ranging from 1 to 5 Gbit/s and private bandwidth up to 50 Gbit/s, ideal for clusters and virtualization [5] Server Lineup - The Bare Metal 2026 lineup includes: - **Rise 2026**: Versatile servers for intensive workloads and light virtualization, powered by AMD Ryzen or EPYC processors [8] - **Game 2026**: Servers designed for online gaming, featuring AMD Ryzen 9000 X3D processors for low latency [8] - **Advance 2026**: Servers for blockchain and database management, powered by AMD EPYC 4005 processors with a 99.95% SLA [8] - **Scale 2026**: High-performance servers for big data and analytics, supporting AMD EPYC 9005 processors with up to 384 cores and 3 TB of DDR5 memory [8] Sustainability and Data Protection - The Bare Metal 2026 servers are backed by OVHcloud's energy-efficient data centers utilizing water cooling, ensuring a responsible environmental model [8] - Data protection is supported by ISO27001 certification and a strong European approach to data sovereignty, allowing customers to maintain control over their data [9] Company Overview - OVHcloud operates over 500,000 servers across 46 data centers globally, serving 1.6 million customers in over 140 countries, focusing on a sustainable cloud model with a strong performance-price ratio [11]

Core Insights - Capgemini's sovereign-ready cloud and AI solutions are now available on the AWS European Sovereign Cloud, which is fully located and operated within the EU, enabling European clients to meet evolving digital sovereignty requirements while modernizing and innovating [1][3] Group 1: Sovereignty and Data Control - Rapidly evolving sovereignty and data-control requirements are reshaping organizational approaches to trust, resilience, and competitiveness, with increased demand for oversight of sensitive data and critical workloads [2] - The AWS European Sovereign Cloud expands options for clients with stringent sovereignty needs, allowing them to turn these requirements into strategic advantages [3] Group 2: Strategic Implementation - Organizations can assess their sovereignty requirements and risk profiles before defining architectures or operating models, leading to informed decisions regarding sovereign control and infrastructure [4] - Capgemini is developing industry-specific sovereign solutions on the AWS European Sovereign Cloud to facilitate adoption in regulated sectors [4] Group 3: Partnership Benefits - The collaboration between Capgemini and AWS aims to support clients with high sovereignty needs while providing access to continuous innovation [5] - Capgemini's extensive experience in secure cloud architectures positions it well to help clients navigate the evolving landscape of digital sovereignty [5] Group 4: Organizational Goals - Together, Capgemini and AWS can help organizations modernize critical workloads with EU-only operations, strengthen compliance, improve resilience, and innovate within sovereignty-aligned environments [6]

Core Viewpoint - Artificial intelligence (AI) is identified as a leading market theme with significant investment opportunities, particularly in hardware and cloud computing sectors Group 1: AI Hardware Companies - AI hardware is considered the best investment area, with companies like Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing poised for growth [4][8] - Nvidia's graphics processing units (GPUs) are essential for AI workflows, known for their high performance despite being costly [5][6] - Broadcom is gaining popularity with its application-specific integrated circuits (ASICs), which are designed for efficiency in processing specific workloads, and expects AI semiconductor revenue to double by Q1 2026 [7][8] - Taiwan Semiconductor acts as a crucial fabrication facility for companies like Nvidia and Broadcom, benefiting from increased AI spending projected to rise to $3 trillion to $4 trillion annually by 2030 [8][9] Group 2: Cloud Computing Providers - Cloud computing is vital for AI infrastructure, allowing developers to rent computing power from providers like Amazon, Alphabet, and Microsoft [11] - Amazon Web Services (AWS) is the first mover in the cloud space but has the slowest growth rates due to its size, while Google Cloud is growing faster but still working on profitability [12] - Microsoft Azure is the fastest-growing cloud service with a 39% growth rate in Q2 FY 2026, although some capacity is used internally rather than rented out [13][14] - All three cloud providers are investing heavily in data centers to meet growing demand, creating a continuous revenue stream through rental agreements, which will enhance profitability in the long term [15]

（文章来源：第一财经） 据36氪，百度智能云正式推出OpenClaw极速简易版部署方案，开发者登录百度智能云官网，基于轻量 应用服务器可视化配置面板，用户可轻松实现OpenClaw快速部署，加速Agent应用从体验到实用的落地 进程。 ...

Core Points - The Rosen Law Firm is reminding investors who purchased CoreWeave, Inc. securities between March 28, 2025, and December 15, 2025, of the lead plaintiff deadline on March 13, 2026 [1] - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has been filed against CoreWeave, alleging that the company made false and misleading statements regarding its ability to meet customer demand and the risks associated with its reliance on a single third-party data center supplier [5] Legal Action Details - Investors wishing to join the class action can do so by visiting the provided link or contacting the law firm directly [3][6] - A lead plaintiff must file a motion with the court by March 13, 2026, to represent other class members [3] - No class has been certified yet, meaning investors are not represented unless they retain counsel [7] Firm's Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest against a Chinese company [4] - The firm has been ranked highly for its number of securities class action settlements and has recovered hundreds of millions for investors [4]

智通财经APP获悉，金山云(03896)涨超5%，截至发稿，涨5.55%，报6.86港元，成交额1.96亿港元。 野村发布研报称，金山云作为小米集团-W生态圈中唯一的人工智能云基础设施供应商，有望持续受惠 于小米锐意发展大语言模型(LLM)的决心，潜在的H200晶片进口或能缓解公司在2026财年面临的短缺问 题。该行认为，公司受惠于持续强劲的LLM训练需求，以及消耗更多Token的智能体等应用所带动的推 理需求增长所推动，相信今年中国AI投资周期仍在加速，相应将金山云2025至2027财年收入预测上调 1.4%至8.9%。 消息面上，近期，谷歌云、亚马逊AWS等云服务商相继涨价。华创证券认为，云厂商涨价与AI开支扩 张共同重塑AIDC产业逻辑。涨价潮提升算力资产回报预期，需求爆发则抬升产业规模天花板，推动 AIDC从重资产行业升级为具备高壁垒、高确定性的核心基础设施赛道。具备技术迭代能力、资源整合 效率的头部厂商有望持续受益于结构性红利。 ...

Core Insights - The article discusses Alibaba's aggressive strategy to capture the AI entry point during the 2026 Spring Festival, with significant investments and initiatives aimed at enhancing its AI ecosystem [1][3]. Group 1: AI Ecosystem Development - Alibaba is investing 30 billion yuan in a "Spring Festival 30 Billion Free Order" initiative to attract millions of users and seize the AI lifestyle entry point [1]. - The company aims to integrate its various services, including e-commerce, payment, local life, logistics, and cloud computing, into a cohesive AI ecosystem [1][5]. - The launch of the "Spring Festival 30 Billion Free Order" has already resulted in over 1 million orders for milk tea within three hours, showcasing the effectiveness of AI in service delivery [3][4]. Group 2: Financial Performance - In the fiscal year 2026, Alibaba reported a record revenue of 495.447 billion yuan, a 3% year-on-year increase, while net profit decreased by 6% [7]. - The second quarter of fiscal year 2026 saw revenue of 247.795 billion yuan, a 5% increase, driven by AI-related cloud services and the rapid growth of the instant retail sector [8]. - Alibaba's cloud revenue reached 39.824 billion yuan in the second quarter, marking a 34% year-on-year growth, with AI-related products contributing approximately 20% to cloud revenue [8]. Group 3: Investment in AI Infrastructure - Alibaba plans to invest over 380 billion yuan in cloud and AI hardware infrastructure, which is the largest investment in this sector by a private company in China [8][9]. - There are indications that this investment could increase to 480 billion yuan due to rising demand for AI servers and supply chain constraints [10][9]. - Alibaba Cloud holds a 35.8% market share in China's AI cloud market, leading the sector significantly [11].

Core Viewpoint - Amazon's significant investment in AI and cloud infrastructure is met with investor concerns about spending and potential overcapacity, yet the company's leadership reassures that demand for AWS services remains strong across both AI and non-AI projects [1][2][10]. Group 1: Amazon's AI Strategy - Amazon is not only a leader in e-commerce but also in cloud computing through Amazon Web Services (AWS), which has seen growth driven by AI demand [5][6]. - AWS provides a range of AI solutions, including in-house developed chips and access to Nvidia's high-end chips, along with services like Amazon Bedrock for adapting large language models [6][7]. Group 2: Financial Performance - AWS reported a $142 billion annual revenue run rate, with a 24% revenue increase, marking the strongest growth rate in 13 quarters [7]. - Amazon's market capitalization stands at $2.2 trillion, with a current stock price of $210.32, reflecting a recent decline of 5.55% [9]. Group 3: Leadership Insights - CEO Andy Jassy emphasized that customers are increasingly choosing AWS for both core and AI workloads, indicating resilience in demand even if AI growth slows [9][10]. - Jassy also noted that Amazon is monetizing new capacity immediately, which suggests that the company is not solely reliant on AI demand and is effectively managing its investments [11].