万国数据(GDS)股价今日盘中大涨5.01%,引发市场广泛关注。近期,投行机构高盛发布研报指出,中国IDC(网络数据中心)营运商次季业绩反映需求复苏迹象。
在Gen-AI和GPU相关资本支出的推动下,中国批发型IDC营运商进入需求上升周期。这些资本支出主要来自云端超大型企业、顶级互联网公司和人工智能初创公司。高盛认为,万国数据的定位最能捕捉上述需求上升,相信这一需求上升周期将为公司带来估值上升的空间。
作为国内领先的IDC服务商,万国数据有望充分受益于中国云计算和AI行业的发展。市场对公司未来前景更加看好,推动了当日股价的大涨。不过,IDC行业整体复苏程度和持续性仍有待观察。
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