金吾财讯 | 世纪互联(VNET)盘前股价走高，暂升2.59%，报3.96美元。
高盛发报指出，中国互联网数据中心（IDC）行业在2024年表现出强劲的增长势头，特别是批发需求周期在生成式人工智能（Gen-Al）的推动下有望持续上升。报告中提到，世纪互联(VNET)的股价表现领先，实现25%的年迄今增长。高盛认为，中国IDC公司之间的业绩分化可能会持续，尤其是在3Q24的财报中，批发/AI-ready IDC与传统零售IDC之间的收入趋势差异明显。高盛预计IDC行业增长趋势将在未来几年内持续。报告中特别提到，世纪互联正在从传统的零售IDC运营商转型为快速增长的中国批发IDC运营商，预计到2026年，批发IDC业务将占世纪互联收入和EBITDA的约50%，而2023年这一比例仅为20%。高盛强调，尽管市场对IDC行业的需求强劲，但行业面临的挑战依然存在，包括融资能力、订单执行以及地缘政治风险等。尽管如此，高盛对世纪互联的前景持乐观态度，并上调公司的股票评级至“买入”。
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