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20260308-摩根大通-硬件与网络数据中心观察:GPU 租赁价格环比走高

3/8/2026, 12:00:00 AM

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=== Page 1 === JPMORGAN North America Equity Research 08 March 2026 Hardware & Networking Data Center Watch: GPU Rental Prices Track Higher M/ M in Feb; DRAM & NAND Contract Price Increases Accelerate

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