高盛：生成式AI推动IDC需求周期持续上行看涨世纪互联(VNET.US)

智通财经12-06

智通财经APP获悉，高盛近日发布研报表示，来自中国的互联网数据中心（IDC）公司有望在2024年以强劲的股价表现收官，其中世纪互联股价（VNET.US，美股ADR上涨25%）领跑这一类型中国公司。高盛在这份研报中将世纪互联评级上调至“买入”，目标价为5美元。该行称，世纪互联正从传统的零售IDC运营商转型为快速增长的中国批发型IDC运营商，预计该公司将在未来几年进入营收/EBITDA增长的加速阶段。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2489405411?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-12-06 17:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2489405411","market":"us","top_or_hot":-1,"title":"高盛：生成式AI推动IDC需求周期持续上行 看涨世纪互联(VNET.US)","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，高盛近日发布研报表示，来自中国的互联网数据中心（IDC）公司有望在2024年以强劲的股价表现收官，其中世纪互联股价（VNET.US，美股ADR上涨25%）领跑这一类型中国公司。高盛在这份研报中将世纪互联评级上调至“买入”，目标价为5美元。该行称，世纪互联正从传统的零售IDC运营商转型为快速增长的中国批发型IDC运营商，预计该公司将在未来几年进入营收/EBITDA增长的加速阶段。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1221421.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛：生成式AI推动IDC需求周期持续上行 看涨世纪互联(VNET.US)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛：生成式AI推动IDC需求周期持续上行 看涨世纪互联(VNET.US)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-06 17:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1221421.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，高盛近日发布研报表示，来自中国的互联网数据中心（IDC）公司有望在2024年以强劲的股价表现收官，其中世纪互联股价（VNET.US，美股ADR上涨25%）领跑这一类型中国公司。高盛在这份研报中将世纪互联评级上调至“买入”，目标价为5美元。该行称，世纪互联正从传统的零售IDC运营商转型为快速增长的中国批发型IDC运营商，预计该公司将在未来几年进入营收/EBITDA增长的加速阶段。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1221421.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2237443549.SGD","symbol_name":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1221421.html","article_id":"2489405411","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2489405411","pubTimestamp":1733475813,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，高盛近日发布研报表示，来自中国的互联网数据中心公司有望在2024年以强劲的股价表现收官，其中世纪互联股价领跑这一类型中国公司。高盛在这份研报中将世纪互联评级上调至“买入”，目标价为5美元。该行称，世纪互联正从传统的零售IDC运营商转型为快速增长的中国批发型IDC运营商，预计该公司将在未来几年进入营收/EBITDA增长的加速阶段。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4535":"淡马锡持仓","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","BK4116":"互联网服务与基础架构","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","BK4552":"Archegos爆仓风波概念","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0106831901.USD":"贝莱德世界金融基金A2","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4504":"桥水持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","VNET":"世纪互联","BK4127":"投资银行业与经纪业","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4516":"特朗普概念","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4531":"中概回港概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"translate_title":"Goldman Sachs: Generative AI drives IDC demand cycle to continue to rise, bullish on 21Vianet (VNET.US)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VNET":1},"content_text":"智通财经APP获悉，高盛近日发布研报表示，来自中国的互联网数据中心（IDC）公司有望在2024年以强劲的股价表现收官，其中世纪互联股价（VNET.US，美股ADR上涨25%）领跑这一类型中国公司。高盛在这份研报中将世纪互联评级上调至“买入”，目标价为5美元。该行称，世纪互联正从传统的零售IDC运营商转型为快速增长的中国批发型IDC运营商，预计该公司将在未来几年进入营收/EBITDA增长的加速阶段。世纪互联的上述预期得到了以下三方面的支持：1）供应方面——预计到2026年，其三个批发园区将实现2.5倍左右的供电能力扩张（增加约570MW），得益于与其最大股东Shangdong Hi-speed的协同效应，乌兰察布市的电力成本将降低；2）需求方面——预计到2026年，已利用容量将增加2.3倍（大约增加367MW），过去一年已获得300MW订单，其中90%由人工智能需求所全面驱动；3）融资方面——包括基于房地产投资信托基金（REITs）的pre-REITs（世纪互联计划在2024年底前签署一份最终的权威协议，以一期/二期太仓园区为基础标的资产的pre-REITs）以及债务/可转债发行，以资助2024-2026年超过150亿元人民币的资本支出。高盛表示，该机构给出的12个月目标价是基于更高的8x目标EV/EBITDA（之前约为6.3x），因为该机构相信批发型IDC营收/EBITDA利润贡献的大幅增加将推动公司基本面与估值。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2489405411"}

高盛：生成式AI推动IDC需求周期持续上行 看涨世纪互联(VNET.US)

精彩评论

高盛：生成式AI推动IDC需求周期持续上行看涨世纪互联(VNET.US)