异动解读 | 华尔街看好中国权重股,世纪互联盘前大涨5.11%

异动解读
10 Feb

世纪互联(VNET)今日盘前大涨5.11%,引起市场广泛关注。分析人士认为,这与华尔街纷纷看好中国权重股密切相关。

高盛在最新研报中强调,今年MSCI中国指数有14%的上涨潜力。德银也发布报告称,全球投资者将认识到中国制造业和服务业的竞争优势,从而推动中国股票估值溢价消失。瑞银证券则看好互联网巨头小米集团长期IT基础设施支出,并认为世纪互联将从中获益。

作为领先的数据中心运营商,世纪互联在超大规模数据中心(AIDC)需求的推动下,有望进一步扩大市场份额。投资者对其长期业绩增长抱以厚望,从而在盘前交易中推动股价大涨。

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