粤公网安备 44011302004783号 天风证券：国内厂商分化趋势开启，字节、腾讯资本开支逐步成为主流
8月14日讯，天风证券研报认为，CPU、GPU新品功耗不断上升，驱动数据中心机柜功率增加。计算芯片功耗升高，驱动数据中心机柜功率迅速增加。在通用服务器中，CPU/GPU等计算芯片的功耗占比约为50%左右，而在AI服务器中，计算芯片的功耗占比更高达80%以上。2023年IDC行业至今现状：1）行业发展逐步趋于成熟，降价趋势逐步显现。2）国外代表厂商资本开支持续高增。国内厂商分化趋势开启，其中字节、腾讯资本开支逐步成为主流。
Blink Mini 2 (newest model) — Home Security & Pet Camera with HD video, color night view, motion detection, two-way audio, and built-in spotlight — 1 camera (White)
$ 39.99
Blink Video Doorbell (newest model) – Head-to-toe HD view, two-year battery life, and simple setup. Sync Module Core included – System (Black)
$ 69.99
Ring Rechargeable Quick Release Battery Pack
$ 33.42
Amazon Echo Dot (newest model), Vibrant sounding Alexa speaker, Great for bedrooms, dining rooms and offices, Charcoal
$ 38.62
Blink Mini - Compact indoor plug-in smart security camera, 1080p HD video, night vision, motion detection, two-way audio, easy set up, Works with Alexa – 1 camera (White)
$ 29.99
