金吾财讯 | 新意网集团(01686)延续昨日升势，今日续升17.42%，报5.73港元，成交额7376.77万港元。值得注意的是，该股自2月以来累计涨幅超40%。消息面上，新意网主要从事提供数据中心、设施管理、网上应用及增值服务，系统之安装及保养服务。近年来对“超大规模”容量的需求持续增长，因为人工智能不仅推动数据中心容量增长，亦提高该容量的质量要求。在主要国际及中国云端服务供应商的带动下，数据中心需求强劲。交银国际表示，鉴于生成式人工智能对数据中心的需求旺盛，该行预计新意网的业绩在利用率、用电量和定价方面均有潜在上升空间。该行将2025/26/27财年的EBITDA预测分别上调2.6%/6.6%/3.7%至22.08亿港元/25.42亿港元/28.60亿港元，目标价从4.50港元上调至5.22港元，维持买入评级
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