今日盘中，世纪互联（VNET）股价大涨9.70%，引发市场关注。该股此轮上涨与数据中心概念股集体走强有关。
消息面上，有报道称近期关于对算力基础建设实施"窗口指导"的通知已下发，多地陆续开展算力摸底相关工作。这一举措旨在从更高层面统筹规划，避免各地盲目重复建设，通过国家层面的规划及扶持，推动行业未来更有序、更有力的发展。业内人士普遍认为，长期来看，这对智算中心的建设是一种利好。
分析人士指出，在当前贸易摩擦尚未结束的背景下，科技内循环仍是核心主线。算力服务需求强劲，包括IDC及算力租赁在内的相关业务前景看好。未来无论是在训练还是推理方向，对IDC和算力租赁均有较强的需求支撑。供应端受制于供给周期和供应渠道，可能出现量价齐升的局面，相关企业有望驶入业绩增长加速通道。作为行业重要参与者，世纪互联有望从中受益。
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