异动解读 | 微软和Meta预测刺激数据中心需求,NEXTDC盘中大涨5.71%

异动解读
May 01

澳大利亚数据中心开发商和运营商NEXTDC(NXT.AU)今日盘中大涨5.71%,创下5周新高,引发市场关注。

这一涨势主要受到科技巨头微软和Meta积极预测的推动。微软预计其云业务将保持强劲增长,而Meta则表示计划增加投资以建设新的数据中心,以支持其人工智能发展目标。这些消息激发了市场对数据中心需求持续增长的信心,直接推动了NEXTDC等数据中心相关股票的上涨。

值得注意的是,这一趋势并非仅限于NEXTDC。同日,澳大利亚其他以数据中心为重点的股票也出现上涨。其中,DigiCo(DGT.AX)涨幅高达8.2%,在基准ASX200指数中表现最为亮眼。与此同时,澳大利亚科技行业分类指数上涨约3%,而大盘ASX200指数则基本持平。这表明投资者正在积极布局数据中心和云计算相关资产,预期该领域将在未来持续受益于科技发展浪潮。

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