市场嗅觉够灵敏。近年来影视作品高品质创作需求与日俱增。4年来，德清抓住发展机遇，利用独特的区位优势和地理信息、人工智能等产业基础，围绕“长三角一流数字文娱基地”目标，积极布局莫干山AI影视城，聚力发展影视及相关文化产业，为县域经济开拓增量空间。
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明确的展望，将在短期内带来信心的注入。但不容忽视的是，核心云厂商的资本开支占比已相对较高。尤其 2026 年 Meta 资本开支/收入的比值将提升至 5 成以上，进一步提升的空间相对有限，这依然是压制公司/行业估值的主要因素。