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    天津股票配资:安信证券微软财报大超市场预期 云计算浪潮势不可

    发布时间:2019-04-25 16:44

      微软公布3Q19财报,收入同比增加14%,天津股票配资其中Azure收入同比增加75%,大超市场预期,微软盘后市值突破万亿美元!

      微软是继苹果、天津股票配资亚马逊之后第三家市值突破万亿美元的公司。这三家公司的共性是紧紧抓住了云的浪潮。苹果的iCloud造就了其强大的生态体系及无与伦比的竞争优势,亚马逊的AWS是目前世界上最强大的IaaS平台,微软的Azure则在混合云领域有着无可比拟的优势并在本季财报中大放光芒。作为下一个科技时代重要的基础设施和商业模式,美国在云计算产业的领先优势显著。

      此外,根据《华尔街日报》披露,在4月的贸易磋商中,我国参会人员对先前提出的关于云计算准入权限的协定进行了修改,天津股票配资提议对数据中心相关业务发放更多许可,同时将允许外资对云计算供应商持股比重超过50%。亚马逊、微软等云供应商已经与工信部官员展开接触,来讨论中国云计算市场相关问题。

      海外云计算巨头拓展中国业务,存在采购本土服务器、IDC刚需。

      投资建议:作为市场上研究云计算最全面最深入的团队,安信计算机2018年开始全市场领推云计算。2019年,国内云计算市场有望全面开放,天津股票配资产业发展将再次提速,继续重点推荐广联达(行情002410,诊股)、浪潮信息(行情000977,诊股)、天津股票配资金蝶国际(HK)、用友网络(行情600588,诊股)、中科曙光(行情603019,诊股)、恒生电子(行情600570,诊股)、石基信息(行情002153,诊股)、泛微网络(行情603039,诊股)等。

      风险提示:行业发展不及预期、行业竞争加剧。

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