世纪互联(VNET)股价今日盘中大涨6.28%,引发市场关注。导致股价上涨的主要原因有以下几点:
首先,世纪互联2024年第三季度财报业绩表现优异,盈利水平显著改善,大幅超出市场预期。公司批发业务(基地型IDC)在人工智能算力需求快速增长的带动下持续改进,成为业绩亮点。未来两年公司批发业务运营容量将实现成倍增长。
其次,多家机构看好公司发展前景,如摩根大通、高盛等10余家投行发布报告对世纪互联给予覆盖或上调评级。其中,杰富瑞将目标股价上调至10.73美元,较当前股价有较大上涨空间。机构普遍认为,公司当前估值被严重低估。
此外,公司拓宽多元融资渠道,包括引入山高控股等战略投资者,以及成功推出国内首单数据中心Pre-REITs基金项目,为未来发展获取了充裕的资金支持。公司与山高控股在"绿电+算力"产业生态组合建设方面的深入合作也将带来协同效应。
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