½ðÄê»á

À´Ô´£ºµç×ÓÐÅÏ¢£¬×÷Õߣº £¬£º

¡¾ËÕÖÝ»ð³Ã÷ÈÕ¾ËÄÖÜСÏï×Ó½ÐʲôÃû×Ö£¿¡¿ËÕÖÝ»ð³Ã÷ÈÕ¾ÖܱßÓÐÒ»¸ö½Ð¡°Ð¡Ïï×Ó¡±µÄµØ·½¡£

Ò»·½Ã棬ÐÐÒµ¿Õ¼äÒѱ»Ö±½Ó¾ºÕùµÐÊÖÇÀÕ¼²»ÉÙ¡£ºÃ±È£¬Ä¿Ç°ÈðÐÒÒѽ¨Á¢ÆðÏÔÖø¹æÄ£ÓÅÊÆ£¬½ØÖÁ2025Äê11Ô£¬ÈðÐÒ¿§·ÈÃŵêÊýΪ29214¼Ò£¬ÊÇ¿âµÏµÄ1.62±¶¡£Õâ˵Ã÷ÈðÐÒÔÚÊг¡Éϸü׬Ǯ£¬±ÈÉÏÔÂÔö¼ÓÁËÔ¼15%µÄÃŵê¡£

±¾´ÎÔ˶¯¾Û½¹¡°ÖªÊ¶¸³Äܹ©ÐèÁ½¶Ë£¬ÖþÀÎÂòÂôË«ÖØÄþ¾²¡±£¬Ò»±ßÓÉר¼ÒΪÉ̳¡ÖÎÀíÍŶӼ°ÉÌ»§½ÌÊÚÖÊÁ¿ÖÎÀí¡°½ðÔ¿³×¡±£¬Ò»±ßÏòÏû·ÑÕ߯ռ°ÓðÈÞÖÆÆ·Ñ¡¹º¡°±Ü¿Ó¡±¼¼ÇÉ¡£Êµ¼ÊÉÏ£¬ÖйúÏËάÖÊÁ¿¼à²âÖÐÐÄר¼Ò½áºÏ¡¶ÏËÎ¬ÖÆÆ·ÖÊÁ¿¼à¶½ÖÎÀí²½·¥¡·£¬´Ó½ø»õ¼ìÑéµÄ½¹µã»·½ÚÇÐÈ룬ϸֽ²½â¹©»õÉÌ×ÊÖʺËʵ¡¢²úÆ·ÖÊÁ¿¼ìÑ鱨¸æ¼ìÑéµÄÒªº¦Òªµã¡£ÓëͬÐÐÏà±È£¬Ïû·ÑÕßÂúÒâ¶ÈÔö³¤Ô¼35%¡£

Citi½«FY26 CapExÔ¤ÆÚÉϵ÷ÖÁ$40B+£¨¹²Ê¶½ö$35B£©£¬²¢Ô¤¼ÆAI OCI×ʱ¾Ö§³öδÀ´ÊýÄ꽫ÅÊÉýÖÁ$60B-$70BÄê¾ùˮƽ¡ª¡ªÕâÊÇѺעOracleÄÜÔÚÕⳡAI»ù½¨¾ü±¸¾ºÈüÖÐÁ¬Ðø³Ôµ½ºìÀû¡£ÁíÍ⣬ËÕÖÝ»ð³Ã÷ÈÕ¾ËÄÖÜСÏï×Ó½ÐʲôÃû×Ö£¬ÄÇÀïÓÐÐí¶àÒþÃØµÄСµê£¬Ìṩ²î±ðµÄÃÀʳºÍÎÄ»¯ÌåÑé¡£

È˹¤ÖÇÄÜÒÑÎüÄÉÁËÈ«Çò´ó²¿·ÖΣº¦×ʱ¾£¬Õâ¼ÒÓµÓÐ 20 ÄêÀúÊ·µÄ·çͶ¹«Ë¾Ò²½«È˹¤ÖÇÄÜÊÓΪ¾ßÓоö¶¨ÐÔÒâÒåµÄ¼¼ÊõÀå¸ï¡£µ«¸Ã¹«Ë¾ÈÏΪ£¬Ôú¶ÑÓ¿Èë¼òµ¥¹ýÈÈÁìÓò×Ô¼º±£´æÎ£º¦¡£¶øÓ¡¶ÈÊý×Ö¾­¼ÃÇ¡ºÃÄÜÌṩƽºâ£ºÕâÒ»Êг¡Õý²»¾øÀ©ÕÅ£¬È˹¤ÖÇÄܵÄÓ¦ÓÃÂÊÁ¬ÐøÉÏÉý£¬ÇÒ»úÔµÀàÐ͸üΪ¶àÔª¡£Êµ¼ÊÉÏ£¬ËÕÖÝ»ð³Ã÷ÈÕ¾ËÄÖܵÄСÏï×ÓÒ²ÎüÒýÁ˲»ÉÙÓοÍ̽Ë÷¡£

·À³Ç¸Û×÷Ϊ½ð»¨²èµÄÔ­²úµØ£¬±»ÊÚÓè¡°Öйú½ð»¨²èÖ®Ï硱³Æºô¡£¾ÝÍâµØ¹Ù·½½éÉÜ£¬È«ÊÀ½ç90%µÄÒ°Éú½ð»¨²è¼¯ÖÐÂþÑÜÓÚ·À³Ç¸ÛÊ®Íò´óɽÀ¼É½Ö§Âö£¬ÖйúΨһµÃ½ð»¨²è¹ú¼Ò¼¶×ÔÈ»±£»¤Çø¡¢È«ÇòÎïÖÖ×îÆëÈ«ÇÒÊýÁ¿×î¶àµÄ½ð»¨²è»ùÒò¿â¾ù×øÂäÓÚ´Ë£¬¾³ÄÚ»¹Áô´æ×ÅÊ÷Áä´ïÊý°ÙÄêµÄÒ°Éú½ð»¨²è¹ÅÊ÷¡£ÓëÆäËûµØ·½Ïà±È£¬ÕâÀïµÃ½ð»¨²èÖÖÀàÕ¼±È18%¡£

@СÏïÌ½ÃØÕߣºËÕÖÝ»ð³Ã÷ÈÕ¾ËÄÖܵÄСÏï×ÓÕæµÄÓÐȤ£¬ÖµµÃÒ»¹ä¡£ @ÂÃÐдïÈË£ÔÃÄ¿ÎÈ¥ËÕÖÝ»ð³Ã÷ÈÕ¾£¬ÎÒ¶¼È¥ÄÇËÄÖܵÄСÏï×Ó£¬³Ô³ÔС³Ô¡£ @ÎÄ»¯Ï²ºÃÕߣºËÕÖÝ»ð³Ã÷ÈÕ¾ÅԱߵÄСÏï×ÓÓÐÐí¶àÎÄ»¯µêËÁ£¬ÕæµÄºÜ²»´í¡£

ÍøÕ¾µØÍ¼