周二盘中，美股上市公司世纪互联（VNET）股价大涨6.34%，引发市场关注。这一显著涨幅或与近期券商发布的积极研报有关。
据悉，中信建投证券近日发布研报，看好世纪互联的业务发展前景。研报指出，世纪互联作为中国头部IDC（互联网数据中心）企业，其基地型IDC业务正在快速扩张。公司计划到2036年将管理的数据中心总容量提升至10GW，同时积极布局绿电直连，有望进一步增厚利润。
中信建投证券还强调，世纪互联2025年的资本开支预计在100亿元至120亿元之间，同比增长101%-141%，计划交付量将超过前三年交付量的总和。随着新建IDC逐步交付及智算需求推动客户上架率提升，分析师预计公司业绩有望持续增长。这一积极展望可能是推动世纪互联股价上涨的主要因素。
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