---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/40021292.md"
description: "4 月前后，伯恩斯坦、高盛、摩根士丹利、花旗、美银关于 neocloud 发了 12 篇研报这个板块又立起来了：超大规模云商 $谷歌-A(GOOGL.US) (谷歌)$微软(MSFT.US) (微软)$甲骨文(ORCL.US) (甲骨文)$亚马逊(AMZN.US) (亚马逊) Neocloud 巨头 $Coreweave(CRWV.US) (CoreWeave)$Nebius(NBIS.US) (Nebius) 新兴 Neoclouds $IREN(IREN.US) (IREN Ltd)$Hut 8 Mining(HUT.US) (Hut 8)$Bitdeer Tech(BTDR.US) (Bitdeer Technologies)$HIVE Digital Tech(HIVE.US) (HIVE Digital Technologies)$Whitefiber(WYFI.US) (WhiteFiber)$IBM(IBM.US) (IBM Corp)$Hewlett Packard Enterprise(HPE.US) (慧与科技)"
datetime: "2026-04-18T15:12:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40021292.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40021292.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40021292.md)
author: "[潜力股票分享](https://longbridge.com/zh-CN/profiles/17025349.md)"
---

# 4 月前后，伯恩斯坦、高盛、摩根士丹利、花旗、美银关于 neocloud 发了 12 篇研报这个板块…


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