世纪互联(VNET)今日盘前大涨8.07%,引发市场广泛关注。这主要是受到大摩近日看好公司在华北地区IDC市场发展前景的利好消息影响。
大摩发布的报告指出,由于一家超大规模公司在AI计算领域大举投资,华北地区的IDC供需格局即将发生逆转。世纪互联拥有在该地区适合该客户所需的IDC产品组合,包括位置、规模、可扩展性和快速交付能力等优势,过去两年获得了不小的市场份额。报告预计,未来该大客户对IDC的需求量仍将维持高位。
此外,自山高控股成为战略股东以来,世纪互联在项目融资及绿电使用方面也获得了新的协同效应。
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