美股異動｜萬國數據、世紀互聯盤前大漲超10% 阿里季報顯示資本開支大增

港股那點事

02-20

格隆匯2月20日｜萬國數據(GDS.US)盤前大漲超13%，世紀互聯(VNET.US)盤前漲超11%，阿里IDC供應商玉柴國際一度漲近17%。消息面上，阿里季報顯示阿里季度資本開支達318億，環比大增80%。

大摩曾發報告指，持續喜好中國互聯網數據中心(IDC)板塊。該行上調萬國數據及世紀互聯目標價，以反映潛在資產注入私人房託下的估值倍數。將萬國數據美股目標價由30美元升至39美元，世紀互聯目標價由7.4美元升至11.7美元，均予“增持”評級。(格隆匯)

海量資訊、精準解讀，盡在新浪財經APP

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