周一盘前，美股中概股世纪互联（VNET）股价大涨5.29%，引起投资者关注。
这一涨幅可能与海通国际最新发布的研究报告有关。该报告看好通信行业的发展前景，并将世纪互联列为美股相关标的之一。报告指出，2025年上半年通信行业整体营收稳健增长，盈利向上，行业处于低配状态，但持仓仍有显著向上空间。
海通国际分析认为，算力资本开支保持高增长阶段，AI产业链将继续加速发展。报告特别提到，国内市场紧跟全球AI发展进程进入加速阶段。作为IDC服务提供商，世纪互联有望从这一趋势中受益。投资者对这一积极前景反应热烈，推动了世纪互联股价的上涨。
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