世纪互联(VNET)今日盘前大涨5.12%,引发市场广泛关注。
根据多家机构最新研报,世纪互联此次上涨主要受益于人工智能领域快速发展而带来的数据中心需求增长。具体原因如下:
1.人工智能新模型DeepSeek等推出,推动人工智能算力需求快速增长,进一步拉动了数据中心的需求。
2.世纪互联新建的批发型数据中心园区通过接入绿色电力,降低了电力成本,同时凭借出色交付能力在占据中国人工智能市场需求份额方面具有优势。
3.机构预计世纪互联EBITDA在2024年至2026年将分别同比增长12%、17%和22%,股权价值具有持续增长空间。
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