金山云(KC.US)盘前涨超7%，报17.2美元；万国数据(GDS.US)、世纪互联(VNET.US)盘前均涨超2%。 消息面上，美银证券发布研报称，在日前举行的投资者活动中与多家软件公司、数据中心及云计算企业管理层交流，发现软件公司AI变现进展稳健，AI相关合同价值持续上升；同时AI代理及AI编码部署正推动软件公司营运效率提升。在数据中心及公有云领域，该行看好万国数据、世纪互联及金山云，强劲AI需求推动业绩胜预期，评级均为“买入”。 此外，高盛研报亦指出，在中国互联网板块上，首选游戏、出行、云计算及数据中心三大子行业，其中云计算及数据中心领域看好世纪互联及万国数据。(格隆汇) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com
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