焦点板块及个股 | 新意网集团;金风科技;新思科技;三星电子

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12 Jun

新意网集团 (1686 HK; 7.43港元; 目标价: 8港元) —香港IDC第一龙头,股东赋能量价领航新意网集团是中国香港地区最大的 IDC 服务商,凭借大股东新鸿基地产的资源赋能,在机房资源、数据互联生态、高端需求供给等方面优势显著,单价远超同行。 近年来公司业绩稳健增长,且资本开支已过高峰期,现金流持续向好。当前,公司积极拥抱 AI 浪潮,正建设香港最大单体 MEGA IDC,远期电力容量...

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