智通财经APP获悉，周二，世纪互联(VNET.US)涨4%，报10.83美元。 中信建投证券近日发布研报称，世纪互联近期、远期储备丰富，计划到2036年管理的数据中心总容量提升至10GW，同时积极布局绿电直连有望增厚利润，随着新建IDC 逐步交付及智算需求推动客户上架率提升，公司业绩有望持续增长。
中信建投证券表示，世纪互联是我国头部IDC企业，公司基地型IDC业务快速扩张， 2025 年资本开支100 亿元-120 亿元， 同比增长101%-141%，计划交付量超过前三年交付量的总和，公司已交付IDC 上架率提升较快，2025年上半年业绩加速增长。
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