异动解读 | 世纪互联(VNET)盘前大涨5.95% 高盛看好公司转型批发数据中心前景

异动解读
29 Nov 2024

世纪互联(VNET)盘前股价大涨5.95%,引发市场广泛关注。

消息面上,高盛发报指出,中国互联网数据中心(IDC)行业在2024年表现出强劲的增长势头,尤其是批发业务需求在生成式人工智能的推动下有望持续上升。

报告中特别提到,世纪互联正从传统零售数据中心运营商转型为快速增长的批发数据中心运营商。高盛预计,到2026年,批发数据中心业务将占世纪互联收入和EBITDA的约50%,而2023年这一比例仅为20%。考虑到市场对行业需求旺盛,高盛对世纪互联的前景持乐观态度,并上调公司股票评级至"买入"。

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