新意网集团(01686)股价今日盘中大涨5.11%,引发市场广泛关注。分析报告显示,这一涨势主要受到人工智能发展以及公司重点项目前景看好等因素推动。
交银国际发布报告指出,鉴于生成式人工智能对数据中心的需求旺盛,预计新意网集团的业绩在利用率、用电量和定价方面均有潜在上升空间,上调公司2025/2026/2027财年的EBITDA预测,目标价也从4.5港元升至5.22港元,维持"买入"评级。
另一重点在于公司MEGA IDC项目第一期的租赁进度加快成为主要股价催化剂。交银国际认为,截至2024财年末,这一项目已签约出租率约60%,租赁速度提升将推动收入和利润增长,甚至可能提前启动二期项目建设。
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