港股異動丨百融雲升超5.7% AI算力需求增長推動雲計算產業鏈發展
百融雲(6608.HK)升超5.7%,報8.83港元。消息面上,根據市場調研機構Canalys,2024年第三季度,中國大陸雲基礎設施服務支出達到102億美元,同比增長11%,重回兩位數增長。AI正逐漸成為雲計算採用的重要驅動力,越來越多的企業將AI功能嵌入基於雲的應用程序中,以提升智能化水平並簡化運營效率。此外,近期多家科技巨頭加大數據中心投資,有利於雲計算產業鏈整體發展。微軟上週宣佈,計劃本財年斥資800億美元建設數據中心。微軟總裁Brad Smith表示,最近的人工智能進展要歸功於“大規模的基礎設施投資,這是人工智能創新和使用的重要基礎”。另外,亞馬遜週三宣佈啟動泰國雲區域,將在當地投資50億美元。(格隆匯)
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