美股异动 | 世纪互联(VNET.US)涨逾6% 机构：国内云厂商迎价值重估 IDC产业链持续受益

智通财经网2025-04-29

智通财经APP获悉，周二，世纪互联(VNET.US)涨逾6%，报5.80美元。申万宏源表示，AIDC是2025年贯穿全年的重要主线，预计反复演绎，本土IDC产业链受益情况或将超预期。2025预计AI投资本土化、多元化、以推理为核心，并伴随云主线回归维持高景气。伴随以阿里为代表的国内云和AI价值重估，云厂商、运营商、IDC、上游设备等产业链将持续受益。

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