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第三季内地云基建开支升65% 阿里云市占居首位
阿思达克 11-27 15:27
调查机构Canalys发表的研究报告指,第三季内地云基建开支按年增长65%至逾50亿美元(下同),期内整体开支按季增长7.5亿元,按年增长达20亿元,期内云服务消费强劲,带动有史以来最强的按季增长。

该行指出疫情後市场对数码转型关注增加,并带动需求表现,加上延迟的项目亦重启,配合经济复苏等亦有带动作用。而中国仍然是全球第二大市场,占全球投资约14%,当中四大供应商市场份额达八成,而阿里(09988.HK)旗下的阿里云以41%的市占率居首位,华为及腾讯云亦有健康增长,各占16%市场份额,百度AI云则是第四大供应商,市场份额约7%。

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