美股異動|IDC概念股大漲 萬國數據、世紀互聯漲超14%
萬國數據、世紀互聯均漲超14%。消息面上,阿里公佈上季度資本開支高達318億,環比大增80%。另外,大摩發表報告,指持續喜好中國互聯網數據中心(IDC)板塊,將萬國數據美股目標價由30美元升至39美元,世紀互聯目標價由7.4美元升至11.7美元,均予“增持”評級。中信建投研報指出,三大運營商、雲廠商、各行業相關軟件/應用公司等相繼宣佈上線或部署DeepSeek,DeepSeek作爲開源AI大模型,雲廠商或應用廠商可以選擇進行本地化或雲端部署,預計將進一步拉動對於算力基礎設施的需求。IDC行業拐點將至,存量舊機房消耗疊加高功率新需求釋放,有望開啓新一輪週期。(格隆匯)
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