通信行业月报：海外龙头持续引领AI产业发展持续看好具身智能领域相关产业链发展

长城证券股份有...05-07

海外云厂商业绩陆续发布，持续引领AI 产业发展。微软、谷歌、亚马逊和Meta 陆续发布2024 年一季度业绩，各厂商均实现营收及归母净利润的稳健增长。从资本开支来看，四大云厂商总体均实现同比较大增长，并预计在2024年及未来几年继续加大投入重点支持AI 及其云服务基础设施发展。据Canalys 数据，越来越多的企业客户都在扩大与头部云厂商的消费合同协议，以满足日益增长的需求。云迁移工作正稳步加快，...

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日抵达北京，与中国贸促会会长任鸿斌就下一步合作等话题进行交流。马斯克此前在社交平台上表示，特斯拉可能很快就会向中国客户提供全自动驾驶软件功能FSD。据C114 通信网，马斯克表示今年特斯拉将会投资约100 亿美元用于AI的训练和推理，而推理主要用于汽车。同时，预计在今年底之前，特斯拉的Optimus 人形机器人将拥有完成“有用的”工厂任务的能力，该公司可能会在2025 年底前将其对外销售，特斯拉计划今年年底前在其自家工厂率先使用该机器人。我们认为，在特斯拉的引领下，具身智能领域中智驾及机器人产业将不断催化，我们持续看好相关产业链发展。市场回顾：本月（2024 年4 月1 日-2024 年5 月3 日，下同）美国标普500指数下跌2.41%；纳斯达克指数下跌1.39%；道琼斯工业指数下跌1.36%。今年以来美国标普500 指数上涨7.50%；纳斯达克指数上涨7.63%；道琼斯工业指数上涨2.62%。美股重点个股回顾：本月美股7 巨头中，谷歌上涨幅度位列第一，月度上涨 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通信行业月报：海外龙头持续引领AI产业发展 持续看好具身智能领域相关产业链发展

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通信行业月报：海外龙头持续引领AI产业发展持续看好具身智能领域相关产业链发展