智通财经APP获悉，森松国际(02155)涨超7%，月内股价已累涨超四成。 截至发稿，涨7.28%，报7.37港元，成交额1.77亿港元。
消息面上，北美云厂商亚马逊、谷歌、微软、Meta相继发布最新业绩，云业务受益AI需求拉动，资本开支2024Q4仍然维持同比高增长。此外，阿里巴巴此前宣布未来三年集团在云和AI的基础设施投入预计将超越过去十年的总和。中信期货指出，头部云厂商数据中心基建投入显著增加将带动IDC需求进入上行周期，资本开支增速由负转正，AIDC（高算力、高能耗的AI数据中心）需求占比提升，叠加国产算力适配加速，2025年中国智能算力规模预计翻倍至2328 EFLOPS，推动IDC行业景气度持续攀升。
据悉，森松国际以模块化的方式提供集装箱式数据中心、室内集成式数据中心和大型模块化数据中心等多种解决方案，灵活满足客户不同的需求。此外，公司通过不断地自研软件研发迭代及工程数据积累，在提升自身生产、管理、工程服务效率的同时，已具备为客户打造数字化工厂及代运营服务的能力。
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