世纪互联(VNET.US)今晚在夜盘大涨5.11%,引起市场广泛关注。
消息面上,投行杰富瑞(JEF)发布研究报告,将世纪互联列为其全球覆盖范围内的首选股,给予"买入"评级,目标股价比现价高57%。报告指出,在大语言模型和人工智能应用的推动下,世纪互联的主要客户字节跳动有望成为中国增长最快的数据中心用户。同时,该公司在电力供应方面储备充足,新战略合作伙伴山高控股还将协助其降低电力和融资成本。
此外,杰富瑞预计,在中国互联网企业资本支出回升的大背景下,对第三方数据中心的需求将持续增长。美国新发布的人工智能出口管制政策,也将使中国企业可采购部分AI芯片,进一步拉动数据中心需求。综上利好因素,充分解释了世纪互联今晚在夜盘大涨的原因。
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