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A股異動 | 中科曙光漲停 雲計算替代傳統數據中心成為市場主導者
格隆匯 01-13 14:17
格隆匯1月13日丨中科曙光(603019.SH)漲停,報41.47元,總市值373.4億元。IDC報告顯示,雲計算在全球IT基礎設施中佔比已經超過50%,替代傳統數據中心成為市場主導者。Gartner預計全球公有云服務市場在2020年將實現17%的增長,達到2664億美元。機構表示,疊加私有云,2020年全球雲基礎設施開支佔比所有IT基礎設施的比例有望達到53%。考慮到雲計算將維持較快增長勢頭,對交換機需求及性能要求將提升,價值量會增長,白牌主要影響接入交換機。預計2019-2022年我國雲計算交換機市場規模分別為115、134、162、188億元,同比增速分別為-0.90%、16.87%、20.82%和15.63%。如考慮電信運營商等其它應用場景的交換機,則市場規模翻倍,行業總體穩健增長。中科曙光長期致力於自主創新、安全可控的雲計算產品、解決方案的涉及與研發,提供雲計算諮詢、集成實施、運營服務。通過曙光自主研發CloudView雲操作系統對資源池進行動態、可擴展、彈性的管理,構建標準的、通用的應用運行平台。
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