伴随以阿里巴巴为首的互联网企业加大人工智能领域资本开支,数据中心行业被资本所关注。港股数据中心龙头企业新意网集团股价近段时间接连大涨,股价较2025年2月已翻倍。在AI爆火的背景下,各大科技企业对于算力的需求逐年攀升。作为算力基础设施的数据中心因此受益。在此背景下,业绩增速放缓的新意网集团盈利能力能否持续上涨,依靠大规模贷款扩张的新意网集团是否还具备扩张能力?1阿里上调资本开支,公司股价创新高...
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