智通财经APP获悉，周四，数据中心中概股大涨，世纪互联(VNET.US)涨逾8%，万国数据(GDS.US)涨逾6%。消息面上，据报道，近期关于对算力基础建设实施“窗口指导”的通知已下发，本周起，多地陆续下发关于开展算力摸底有关⼯作的通知。相关部门此举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，行业未来发展将更有序有力。多位受访者称：“长期来看，对智算中心的建设是一种利好“。
华创证券指出，贸易摩擦尚未结束，科技内循环仍为核心主线。算力服务包括IDC及算力租赁，国内互联网大厂及运营商在算力方向的投资热度高涨，未来无论训练或推理方向，对IDC、算力租赁均具有较强的需求支撑，而供应端受制供给周期以及供应渠道，或出现量价齐升的局面，看好相关企业驶入业绩增长加速通道。
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