智通财经APP获悉，伟仕佳杰(00856)现涨超6%，截至发稿，涨6.39%，报6.33港元，成交额1831.81万港元。
消息面上，4月23日至25日，2025数字基础设施科技展会在新加坡举行，作为期间的重磅环节，“中国—东南亚数字基础设施合作论坛”于4月23日上午举办。国泰君安指出，东南亚在全球数据中心的重要性逐步凸显。2025年以来，全球云厂商龙头继续加速东南亚数字基础设施建设投入。
中航证券指出，伟仕佳杰24年业绩表现亮眼。未来，其已经实现前瞻性市场布局的东南亚优势地区，以及AI、云计算等新兴业务仍将拉动公司整体盈利能力稳健提升。国泰君安则指出，作为阿里巴巴、华为、腾讯和金山云的顶级供应商，伟仕佳杰有能力为任何想要改进云服务的企业提供人工智能云业务支持和材料供应。因此，伟仕佳杰的高利润部门，即云和IT供应，预计有望在未来三年实现超过25%的年复合增长率，从而在2027年之前使其每股盈利翻倍。
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