美股异动 | 世纪互联(VNET.US)涨逾7% 高盛：下半年最看好云端与数据中心子行业

智通财经06-09

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...

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