世纪互联(VNET)今日盘中大涨8.56%,引发市场广泛关注。受下列利好因素影响,该股升势强劲。
首先,大摩发布研究报告,看好世纪互联在华北地区 IDC(互联网数据中心)市场的发展前景。报告指出,由于一家超大规模公司在人工智能计算领域大举投资,华北 IDC 市场供需格局即将发生逆转。世纪互联在该地区拥有优质产品组合,在 IDC 位置、规模、可扩展性和快速交付能力等方面具备优势,过去两年已经获得可观市场份额。报告预计,未来该大客户对 IDC 的需求量仍将维持高位,世纪互联预计将受益于此。
此外,自山高控股成为战略股东后,世纪互联在项目融资及绿电使用方面也获得新的协同效益和优势。上述有利因素为世纪互联带来增长动能,支撑了当前股价大涨表现。
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