智通财经APP获悉，周二，世纪互联(VNET.US)、万国数据(GDS.US)涨逾7%，金山云(KC.US)涨逾5%。消息面上，高盛预测，到今年年底，中国每日Token用量将达到350兆(即到2026年12月，每月达10.5千万亿Token)。云端与数据中心子行业仍然是该行在2026年下半年最看好的领域。
尽管第一季度现有产能扩张及进驻速度低于预期，高盛预期云端服务涨价/持续的Token扩张将推动云端增长与利润率扩张，而超大规模云端营运商的资本支出亦会提升。该行现估计字节跳动、百度、阿里及腾讯(BBAT)在2026年全年资本支出为1,000亿美元，下半年比重较高，将支撑数据中心在下半年加速的季度增长。
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