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美股異動|世紀互聯盤前升超4% 獲多家機構上調目標價
格隆匯 02-20 17:43
世紀互聯(VNET.US)盤前升4.14%報13.58美元。高盛曾發研報指,相信由於綠色電力接入降低電價,以及世紀互聯在交付能力方面的良好記錄,其新建的批發園區可以佔據中國人工智能需求的份額,預計公司EBITDA 在2024至2026財年將加速增長,預計分別按年上升12%、17%及22%,推動股權價值複合增長。高盛將世紀互聯美股目標價定於12.1美元,給予“買入”評級。花旗分析師Louis Tsang亦維持世紀互聯“買入”評級,目標價上調至16.1美元。此外大摩指,持續喜好中國互聯網數據中心(IDC)板塊。房託可以為IDC帶來具吸引力的可持續在岸融資渠道,容許數據中心活化現有資產以助去槓桿及在AI時代為籌集未來資本開支鋪路。該行將世紀互聯目標價由7.4美元升至11.7美元,予“增持”評級。(格隆匯)

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