智通财经APP获悉，新意网集团(01686)盘中跌超8%，截至发稿，跌1.03%，报8.67港元，成交额2.57亿港元。
消息面上，新意网集团近日公布截至去年12月底止中期财报。中期收入14.7亿港元，同比升14%，主要是由新数据中心/旧项目客户电力容量及价格提升拉动。经调整EBITDA为10.53亿元，同比提高17.1%。
交银国际指出，新意网集团2025上半财年业绩稍高于预期；新数据中心预租进展不俗，AI算力驱动增长。该行指出，按2025年2月25日收盘价计算，自2024年5月覆盖以来公司股价已上升约3.5倍。该行认为现时估值已与同行的国际头部企业相若，并充分反映基本面上的正面驱动因素，短期进一步上升空间有限，因此下调评级至“中性”。
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.