美股上市公司世纪互联（VNET）在夜盘交易中股价大涨5.32%，延续了日间交易的上涨势头。这一显著涨幅与近期券商发布的积极研报密切相关。
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。中信建投证券预计，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。
值得注意的是，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。这一积极的业务扩张计划和券商的乐观展望，成为推动世纪互联股价在日间和夜间交易中连续上涨的主要因素。投资者对公司未来增长潜力的信心明显增强，推动股价在夜盘交易中进一步上扬。
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