异动解读 | 世纪互联夜盘大涨5.32%,分析师看好IDC业务扩张前景

异动解读
Oct 01, 2025

周二夜盘,美股上市公司世纪互联(VNET)股价大涨5.32%,延续了日间交易时段的强劲涨势。这一显著涨幅主要受到近期券商发布积极研报的推动。

据悉,中信建投证券近日发布研报,高度看好世纪互联的业务发展前景。研报指出,作为中国头部IDC(互联网数据中心)企业,世纪互联的基地型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。分析师预计,随着新建IDC逐步交付及智算需求推动客户上架率提升,公司业绩有望持续增长。

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。这一积极展望以及公司雄心勃勃的扩张计划,成为推动世纪互联股价持续上涨的主要因素。投资者对公司未来增长潜力的信心明显增强,进一步推动了股价在夜盘交易中的上涨。

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