A股異動丨海量數據逼近漲停 雲計算替代傳統數據中心成為市場主導者
格隆匯1月17日丨海量數據(603138.SH)逼近漲停,報29.6元,總市值62.34億元。

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。
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