周四盘前,阿里IDC合作商世纪互联涨超28%,万国数据涨超23%。财报显示阿里第三财季资本开支达318亿,环比大增80%。阿里集团CEO吴泳铭在电话会议上表示,未来三年集团在云和AI的基础设施投入预计将超越过去十年的总和。
大摩曾发报告指,持续看好中国互联网数据中心(IDC)板块。
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