世纪互联(VNET)今日盘中大涨6.22%,引发市场广泛关注。
此轮涨势主要受益于人工智能发展带来的数据中心需求增长。分析人士指出,近期人工智能新模型DeepSeek、Doubao 1.5 Pro等相继推出,推动了人工智能算力和存储需求快速增长,进一步拉动了数据中心需求。
在这一背景下,世纪互联凭借新建的大型数据中心园区抢占行业红利。这些园区通过接入绿色电力降低了能耗成本,同时以出色的交付能力赢得客户信任,有望占据中国人工智能市场重要份额。多家机构纷纷上调世纪互联目标价,看好公司2024年至2026年EBITDA将分别实现12%、17%和22%的同比增长,股权价值具有持续增长空间。
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