通信行業(yè)云計算專題研究報告之二云化基礎(chǔ)架構(gòu)升級，自主可控龍頭受益

1、請務(wù)必閱讀正文之后的免責(zé)條款部分目錄目錄投資聚焦投資聚焦..............................................................................................................................1研究背景.............................................................

2、.................................................................1報告創(chuàng)新..............................................................................................................................1云計算確定性增長，云計算確定性增長，ICTCa

3、pex持續(xù)景氣持續(xù)景氣...........................................................................1數(shù)據(jù)流量：20%持續(xù)增長，云流量占比提升......................................................................1云計算：全球持續(xù)滲透，2021年超3000億美元..................

4、..............................................3ICTCAPEX：基礎(chǔ)架構(gòu)超1000億美元，互聯(lián)網(wǎng)增長強(qiáng)勁..................................................4云設(shè)施集中受益，技術(shù)變革加速云設(shè)施集中受益，技術(shù)變革加速.................................................................

5、.........................6超大規(guī)模IDC建設(shè)提速，營收有望20%以上增長...............................................................6網(wǎng)絡(luò)定制化趨勢顯現(xiàn)，SDNNFV市場空間100億美元.....................................................7光模塊量質(zhì)齊升，400G再釋放數(shù)十億美元需求.....

6、.............................................................9云應(yīng)用逐漸滲透，場景服務(wù)領(lǐng)先云應(yīng)用逐漸滲透，場景服務(wù)領(lǐng)先........................................................................................12政務(wù)云快速上量，龍頭廠商攻城略地........................

7、.........................................................12企業(yè)IT擴(kuò)容正當(dāng)其時，超融合漸成主流............................................................................14邊緣計算加快探索，5G激發(fā)應(yīng)用潛力................................................

8、..............................16風(fēng)險因素風(fēng)險因素............................................................................................................................18投資建議及重點公司投資建議及重點公司....................................

9、......................................................................19行業(yè)評級及投資建議..........................................................................................................19重點公司分析.........................

10、............................................................................................20通信行業(yè)云計算專題研究報告之二請務(wù)必閱讀正文之后的免責(zé)條款部分圖40：5G標(biāo)準(zhǔn)進(jìn)展及演進(jìn)計劃................................................................................

11、........17圖41：MEC產(chǎn)業(yè)鏈...........................................................................................................18表格目錄表格目錄表1：骨干網(wǎng)IP流量.........................................................................

12、..................................2表2：云計算流量................................................................................................................2表3：全球IT支出.......................................................

13、........................................................3表4：全球公有云市場空間..................................................................................................3表5：互聯(lián)網(wǎng)巨頭年度資本支出......................................

14、.....................................................5表6：中國在用與在建數(shù)據(jù)中心數(shù)量...................................................................................6表7：上市公司IDC相關(guān)募投項目..................................................

15、....................................7表8：國內(nèi)光通信核心芯片器件指引目標(biāo)..........................................................................11表9：中國政務(wù)云市場規(guī)模預(yù)測...........................................................................

16、..............12表10：政務(wù)廠商部分項目及應(yīng)用.......................................................................................13表11：邊緣計算應(yīng)用場景........................................................................................

17、..........17表12：邊緣計算產(chǎn)品主要進(jìn)展..........................................................................................18表13：重點公司盈利預(yù)測及投資建議...............................................................................19表14：

18、紫光股份盈利預(yù)測與估值.......................................................................................20表15：星網(wǎng)銳捷盈利預(yù)測與估值.......................................................................................21表16：中際旭創(chuàng)盈利預(yù)測與估值.

19、......................................................................................22表17：光迅科技盈利預(yù)測與估值.......................................................................................23表18：中國聯(lián)通盈利預(yù)測與估值.............