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所属报告：
顺鑫农业-公司研究报告-坚定聚焦白酒猪肉业务产品结构升级打开新篇章-230316（34页）.pdf
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图6、2026年后，市场对四大超算商资本开支规模的预期大幅跳升
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市场规模
2026-07-22
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东南亚电商GMV：三大电商平台市占率超90%（单位：十亿美元）
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竞争格局
2026-07-21
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全球主要半导体厂商CAPEX同比增速vs五大设备商总市值相对于SOX的超额表现（截至CY26/7/2）
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行业数据
2026-07-08
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2024-2026年，全球前九大云服务提供商资本开支持续抬升
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行业数据
2026-07-03
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2011-2014年两大零售商对于蓝挚销售额占比
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行业数据
2026-06-26
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图表5三大运营商2026年资本开支投向对比
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行业数据
2026-06-15
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2021-2026Q1三大运营商H股归母净利润情况（亿元，%）
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行业数据
2026-06-12
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2025年三大运营商第二曲线业务收入情
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行业数据
2026-06-12
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2025年三大运营商第二曲线业务发展概
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行业数据
2026-06-12
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2020年以来三大运营商H股股息率及股价表现
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2026-06-12
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三大运营商2020-2025年派息率情况
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行业数据
2026-06-12
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三大运营商移动ARPU（元）
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行业数据
2026-06-12
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2021-2026F三大运营商资本开支情况
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行业数据
2026-06-12
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2021-2026Q1三大运营商H股营业收入情况（亿元，%）
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2026-06-12
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2022-2024年国内电商618大促销售情况
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2026-05-28
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