世纪互联(VNET)今日盘中大涨5.09%，引起了市场的广泛关注。
消息面上，摩根士丹利（大摩）发布报告，看好世纪互联在AI数据中心领域的先发优势，将其评级定为“增持”，并将目标价从14美元上调至16美元。该行认为，规模需求、资源可用性及政策正共同驱使超大规模业者未来的AI数据中心部署向边远地区倾斜，而世纪互联作为领先的数据中心运营商，将从中受益。
大摩指出，在AI时代，边远地区数据中心市场的供需动态将更为健康，并具备稳定的回报前景。拥有强大资源管道的领先数据中心营运商将获得更好的发展机会，这增强了投资者对世纪互联未来增长潜力的信心。
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