新意网集团(01686)今日盘中大涨5.55%,引发了市场的广泛关注。根据消息显示,这一涨幅或与数据中心板块的全面走强有关。
该股涨幅领跑同行业中的万国数据-SW(09698)、金山云KC等个股。数据显示,万国数据-SW盘中一度涨超17%,金山云KC盘中涨幅也逾6%,成为带动整个数据中心板块走强的主力军。
分析人士指出,近期阿里巴巴宣布将大规模投资云和AI硬件基础设施,预计将对数据中心运营商的业绩及估值带来积极影响。在未来几年内,中国互联网数据中心公司的回报率和营收增速有望超过海外同业,但估值水平目前仍低于全球同行,存在上调空间。这可能是导致该板块集体上扬的主要因素。
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