世纪互联(VNET)今日盘中大涨7.10%,引发了市场的广泛关注。
消息面上,高盛发布最新研报,看好中国数据中心行业未来几年的增长前景。报告指出,在人工智能发展的推动下,批发数据中心业务的需求有望持续上升。高盛认为,正在从传统零售数据中心运营商向批发数据中心运营商转型的世纪互联,将从这一行业增长趋势中获益。
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%。鉴于市场对数据中心供应的旺盛需求,高盛对世纪互联的转型前景持乐观态度,并将公司股票评级上调至"买入"。
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