--- title: "Large cloud computing providers have limited short-term upside, but over the medium term they are… — 摩根大通全球市场策略主管Dubravko — DecisionGateway" description: "prediction by 摩根大通全球市场策略主管Dubravko, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1d524-68cc-74a2-8566-c45bee464251" meta: "og:description": "prediction by 摩根大通全球市场策略主管Dubravko, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "Large cloud computing providers have limited short-term upside, but over the medium term they are… — 摩根大通全球市场策略主管Dubravko — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) prediction # **Large cloud computing providers have limited short-term upside, but over the medium term they are expected to benefit from tighter computing power supply, which improves pricing power, margins and cash flow.** A prediction by [**摩根大通全球市场策略主管Dubravko**](https://dgw.tmarket.io/actors/01a1d524-680c-7777-b986-6910a149a69e). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *大型云计算服务商短期上涨空间有限，但中期有望受益于算力供应趋紧带来的定价能力、利润率和现金流改善* channelpanewsPublished 2026-11-10 [ Read source](https://t.me/channelpanews/185520) [**摩根大通全球市场策略主管Dubravko dossier **](https://dgw.tmarket.io/actors/01a1d524-680c-7777-b986-6910a149a69e) ## **Related claims** [**Global AI computing demand continues to increase, with US major cloud providers' 2026 capex estimated to grow 77% year-on-year and still have 33% growth room in 2027.**韋音如 · prediction](https://dgw.tmarket.io/claims/01a1cf2b-9f1e-7c2c-addf-0d4927f08e77) [**The space computing power network is expected to become a new growth pole for the commercial space sector.**九点特供 · prediction](https://dgw.tmarket.io/claims/01a1cdca-a74d-7a75-b545-e1f1806070b9) [**The first 10 megawatts of computing capacity are planned to be powered on in December.**Hyperscale Data · prediction](https://dgw.tmarket.io/claims/01a1d5cc-d822-7e4d-9f54-f995921610a9) [**Server rental prices can only rise, and most likely by more than 10%.**thebell\_io · prediction](https://dgw.tmarket.io/claims/01a1cb93-f4b4-7cb1-855c-7f8dffc12ecc) [**Data centers have entered a period of rapid construction.**clsvip · prediction](https://dgw.tmarket.io/claims/01a1cdd0-d5f9-7e82-b1b1-5ada7923cacc) [**Corporate credit quality will diverge depending on whether a company can withstand the cash gap before FCF recovery; hyperscalers have room to absorb investment burdens, but neoclouds and lower-rated borrowers may be vulnerable to changes in refinancing conditions.**하나 자산배분/해외크레딧 이영주 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-81a8-7f2d-a631-4aee2fd6cb61) ## **More claims by 摩根大通全球市场策略主管Dubravko** [**Consumer cyclical stocks remain weighed down by high oil prices, borrowing costs and housing shortages, but apparel, restaurants and retail are favored over the long term.**prediction](https://dgw.tmarket.io/claims/01a1d524-6903-7ae7-b89c-33d02e9b02eb) [**Low-volatility stocks have become less attractive; if still allocating, healthcare is the top choice, followed by utilities and consumer staples.**prediction](https://dgw.tmarket.io/claims/01a1d524-68f1-7757-8dc0-d94249092ebd) [**After a concentrated selloff, an attractive buying point has emerged in the upstream AI supply chain.**prediction](https://dgw.tmarket.io/claims/01a1d524-68b4-7411-85b6-dc358ef13e90) [**The strategy amounts to being bullish on tech stocks outperforming energy and defensive sectors.**prediction](https://dgw.tmarket.io/claims/01a1d524-689e-7d4d-a2c9-44adc51199fd) [**JPMorgan's global market strategist Dubravko recommends going long on stocks that performed strongly over the past 12 months and shorting stocks that performed strongly over the past 3 months.**commitment](https://dgw.tmarket.io/claims/01a1d524-685e-7af5-950e-ce5daf4805c6) [All claims by 摩根大通全球市场策略主管Dubravko](https://dgw.tmarket.io/claims?claimant_id=01a1d524-680c-7777-b986-6910a149a69e) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 3,000+ Telegram channels — every claim cited. 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