周二盘前，中国数据中心运营商世纪互联（VNET）股价大幅上涨16.16%，引发市场关注。
这一显著涨幅主要受益于英伟达（NVIDIA）宣布将重启对华销售H20芯片的消息。英伟达表示，公司正在向美国政府申请恢复向中国销售H20图形处理器（GPU），预计很快就能获得许可。这一消息激发了市场对中国科技股的热情，尤其是数据中心和云计算相关企业。
花旗分析师指出，如果英伟达最终能够向中国云服务供应商（CSP）出售积压的H20库存，可能会带来更多订单，并推动包括世纪互联在内的数据中心运营商的营收上行。此外，整个互联网和云计算板块情绪转好，也带动了世纪互联等中国科网股的普遍上扬。市场人士认为，这一发展可能为世纪互联等公司带来新的增长机遇。
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