[计算机、通信和其他电子设备制造业] [2021-03-25]
[计算机、通信和其他电子设备制造业,汽车制造业] [2021-03-25]
[计算机、通信和其他电子设备制造业,汽车制造业] [2021-03-24]
[计算机、通信和其他电子设备制造业,信息传输、软件和信息技术服务业] [2021-03-24]
[信息传输、软件和信息技术服务业,计算机、通信和其他电子设备制造业] [2021-03-24]
The global data center market is witnessing increasing demand for services such as cloud-based and colocation services from various business verticals such as banking finance, manufacturing, logistics, e-commerce, and others. Data centers are the backbone of online business operations and consumers and are being built in response to the growing customer demand from these business verticals. However, factors such as power, water resources, favorable free cooling conditions, fiber connectivity, and availability of skilled labor are considered in selecting areas for the development and operation of data centers.
[计算机、通信和其他电子设备制造业,信息传输、软件和信息技术服务业] [2021-03-23]
[计算机、通信和其他电子设备制造业] [2021-03-23]
[计算机、通信和其他电子设备制造业] [2021-03-23]
[计算机、通信和其他电子设备制造业] [2021-03-22]
[计算机、通信和其他电子设备制造业] [2021-03-21]
投资建议。我们认为原材料价格波动无需过忧，后续看好需求回暖带来的行业修复，内需复苏下白电龙头份额回升、均价走高的格局逻辑将继续演绎，继续推荐海尔智家、美的集团、格力电器。
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