异动解读 | 世纪互联盘中大涨6.39%,获高盛列入亚太地区"强烈买入"名单

异动解读
Oct 20, 2025

周一盘中,中国领先的互联网数据中心(IDC)服务提供商世纪互联(VNET)股价大涨6.39%,引发市场关注。这一显著涨幅背后有着重要的利好消息支撑。

据悉,全球知名投资银行高盛(Goldman Sachs)近期发布研报,将世纪互联列入其亚太地区"强烈买入"名单。值得注意的是,世纪互联是唯一一家入选该名单的IDC公司,彰显了其在行业中的独特地位和发展潜力。

高盛分析师在报告中指出,世纪互联正在经历一次重要的战略转型,从传统的零售IDC运营商向高速增长的批发IDC运营商转变。这一转型恰逢全球人工智能(AI)投资热潮,预计将为世纪互联带来显著收益。分析师进一步预测,未来数年世纪互联有望进入营收与EBITDA加速增长阶段,为投资者提供了极具吸引力的投资机会。这一积极展望无疑增强了市场对世纪互联未来发展的信心,推动了其股价的强劲上涨。

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