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A股移動丨網宿科技漲逾5% 運營商開啟邊緣計算硬件採購
格隆匯 04-21 14:12
格隆匯4月21日丨網宿科技(300017.SZ)漲逾5%,報8.91元,總市值217億元。4月16日,中國聯通公佈GPU服務器集採結果,浪潮、紫光華山成中標候選人。此次中國聯通集採GPU服務器主要為滿足網絡智能室網絡AI能力平台的需求。另外,中國移動較早開始邊緣計算主要硬件服務器採購,2019年9月中移動作為三大運營商首次集採邊緣計算服務器,邊緣計算藍海市場逐漸開啟。華西證券認為,電信運營商邊緣計算設備集採陸續開始,邊緣計算進入落地發展初期。運營商有着豐富的基礎網絡資源、獨有的邊緣連接能力和雲網融合能力以及儲備良好的機房、硬件等設施。CDN與邊緣計算天然配合,CDN領域的領頭羊網宿科技,成為了邊緣計算領域的急先鋒。
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