9月12日周五盘中，数据中心服务提供商世纪互联（VNET）股价大涨5.05%，引发市场关注。
消息面上，世纪互联宣布从一家领先互联网公司获得40MW批发订单，这笔订单将用于其战略性位置的固安IDC园区。公司表示，将分阶段交付容量以支持客户核心业务。这一重大订单显示了世纪互联在数据中心市场的竞争力，有望为公司带来可观的收入增长。
此外，汇丰银行研究部门在最新报告中指出，世纪互联有望受益于人工智能训练及推理需求的增长。报告特别强调了世纪互联在内蒙古地区充裕的产能和低电力成本优势，将其列为数据中心企业的首选股。分析师认为，随着人工智能技术的快速发展，对高性能数据中心的需求将持续增加，这将为世纪互联带来长期增长机遇。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.