云计算构筑数字经济基础,领先重点受益新基建投资。随着全社会的数字化转型,云计算渗透率将大幅提升,我国云计算产业呈现稳健发展的良好态势。目前,我国云计算市场发展仍处于对计算、存储等传统 IT 基础资源的替代过程中,IaaS 服务成为云服务商向企业提供 IT 基础资源的主要形态。根据 IDC 统计,2019 年中国 IaaS 市场规模为 59.9 亿美元,同比增长 28%,IaaS 逐渐在公有云市场占据更多份额,2018 年,公有云 IaaS 市场规模达到 270.4 亿元(YoY +81.8%),以 61.82%的比例占据我国公有云市场的主导地位。据 IDC 预测显示,2019-2023 年中国公有云 IaaS 市场将实现 46%的年均复合增长率。综合政策、市场环境以及技术层面的利好因素,我们认为未来云计算产业将在信息基础设施建设的支持下普及度进一步提升,不断赋能千行百业。
(来源:长城证券 作者:吴彤,蔡微未)
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