世纪互联（VNET）股价今日盘中大涨6.96%，报5.80美元，引起市场广泛关注。
根据申万宏源的分析，这一涨势主要受益于AI和云计算行业的价值重估。机构指出，AIDC（AI数据中心）将成为2025年贯穿全年的重要投资主线，预计将反复演绎，本土IDC产业链受益情况可能超出市场预期。
申万宏源预计，2025年AI投资将呈现本土化、多元化的特征，以推理为核心，并伴随云计算主线回归维持高景气。随着以阿里为代表的国内云服务商和AI企业价值重估，云厂商、运营商、IDC和上游设备等整个产业链将持续受益。作为中国领先的IDC服务提供商，世纪互联有望从这一趋势中获益。公司截至2024年6月底拥有48,516个自建零售机柜，主要分布在北京、上海和大湾区，同时还拥有358兆瓦的批发容量，另有297兆瓦在建，489兆瓦留待未来开发，显示出强劲的增长潜力。
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