美股异动 | 世纪互联(VNET.US)涨逾6% 机构:国内云厂商迎价值重估 IDC产业链持续受益

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智通财经APP获悉,周二,世纪互联(VNET.US)涨逾6%,报5.80美元。申万宏源表示,AIDC是2025年贯穿全年的重要主线,预计反复演绎,本土IDC产业链受益情况或将超预期。2025预计AI投资本土化、多元化、以推理为核心,并伴随云主线回归维持高景气。伴随以阿里为代表的国内云和AI价值重估,云厂商、运营商、IDC、上游设备等产业链将持续受益。

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