瑞信-全球科技业：云计算—下一个前沿-2020.07.21-178页-WN9.pdf

21 July 2020 Equity Research Asia Pacific Global Technology Cloud computing: The next frontier Technology | Connections Series Connections Series Figure 1: Cloud capex a new tech driver the past decade with legs for further growth The Credit Suisse Connections Series leverages our Internet Company Internet Company exceptional breadth of macro and micro research to capex US$mn capex YoY deliver incisive cross-sector and cross-border $30,000 125% $24,000 100% thematic insights for our clients. $18,000 75% Research Analysts $12,000 50% $6,000 25% Randy Abrams, CFA $0 0% 886 2 2715 6366 -$6,000 1 1 2 2 3 3 4 4 5 5 6 6 7 7 8 8 9 9 0 -25% randy.abrams@ 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q 1 3 1 3 1 3 1 3 1 3 1 3 1 3 1 3 1