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利能力，动其估值体系从PE向PS切换。　　展望后市，东吴证券判断，云涨价周期刚刚开始，各大厂商陆续出现限购甚至涨价，随着token使用量提升，高端算力将愈发紧缺。但同时行业壁垒逐步提升，市场份额向头部供应商集中。宏景科技、协创数据、利通电子、盈峰环境等相关标的或受益。　　（声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。）责任编辑：郭栩彤

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