智通财经APP获悉，周一，世纪互联(VNET.US)涨逾5%，报9.25美元。 高盛近期发布研报，将包括世纪 互联在内的五家公司列入其亚太地区"强烈买入"名单，这使得世纪互联成为唯一一家入选该名单的IDC 公司。高盛分析师表示，世纪互联正从传统零售IDC运营商向高速增长的批发IDC运营商转型，受益于 不断升温的AI投资，未来数年世纪互联将有望进入营收与EBITDA加速增长阶段，为投资者提供具备潜 力的配置标的。 ...

周一，世纪互联(VNET.US)涨逾5%，报9.25美元。高盛近期发布研报，将包括世纪互联在内的五家公司 列入其亚太地区"强烈买入"名单，这使得世纪互联成为唯一一家入选该名单的IDC公司。高盛分析师表 示，世纪互联正从传统零售IDC运营商向高速增长的批发IDC运营商转型，受益于不断升温的AI投资， 未来数年世纪互联将有望进入营收与EBITDA加速增长阶段，为投资者提供具备潜力的配置标的。 ...

证券代码：300376 证券简称：ST 易事特 2025 年 10 月 20 日 易事特集团股份有限公司 投资者关系活动记录表 编号：2025-004 投资者关系活 动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称 及 人 员 姓 名 （不分先后顺 序） Panview Capital Can Cui 谢诺辰阳 林 浩 玖鹏资产 周胤杰 德睿恒丰 江 昕 沙钢投资 李胜男 MCi Fund 孙 明 时间 2025 年 10 月 20 日 地点 广东省东莞市松山湖高新技术产业开发区总部五路 1 号公司会议室 上市公司接待 人员姓名 董事会秘书 董志刚 董事会办公室主任 王志国 证券事务代表 温凯、石雅芳 证券事务经理 王 皓 投资者关系活 动主要内容介 绍 公司董事会秘书董志刚先生、董事会办公室主任王志国、证券 事务代表温凯先生、石雅芳女士、证券事务经理王皓先生通过线上 会议的形式向调研嘉宾介绍了公司的基本情况、最新业务进展及未 来发展方向，并与投资者就公司相关情况展开了详细沟通与交流。 1 一、投资者交流情况主要内容如下： 1、公司 U ...

0:00 / 3:44 央视网消息（新闻联播）：各地完整、准确、全面贯彻新发展理念，把创新作为引领发展的第一动力，因地制宜发展新质生产力，培育壮大新的经济增 长点，高质量发展不断迈出新步伐、取得新成效。 在江苏苏州，智能机器人技术创新中心大楼里，楼下，机器人正进行模拟训练；楼上，技术攻关加紧进行，科研成果在一栋楼里就能精准匹配、快速转 化。南京、无锡、常州等地相继出台机器人产业创新发展计划。预计到今年年底，江苏机器人产业链规模将达2000亿元。 在四川绵阳，即将投产的机器人产业基地，打通了从创新研发、中试验证到应用落地的全环节，为批量化生产机器人做好准备。对通过中试验证投产的 项目，四川还给予最高500万元补贴，形成"研发—制造—应用"的良好生态圈。 依托各自的科教资源和产业基础，各地科技创新和产业创新深度融合，持续培育战略性新兴产业。 陕西在光子、氢能等产业赛道上前瞻布局。在西安高新区，年底建成的光子传感产业园，将有约20家光子传感企业入驻，达产后年产值超20亿元。同 时，当地还建起光子芯片园、光子制造园等，吸引一大批高成长性科技企业入驻。到2030年，陕西将形成覆盖全链条的千亿级创新集群。 在量子信息方面 ...

算力需求爆发，山东遭遇 "空间与效率" 双重考验 "传统数据中心白区（IT机房）占70%，现在智算中心里配电与制冷的灰区面积已接近1:1，未来可能反超为7:3。" 施耐德电气在卡车巡展论坛上 分享的一组数据，戳中了山东算力基建的痛点。作为工业大省，山东正加速布局AI+制造、AI+海洋等新业态：青岛打造人工智能创新发展先导 区，济南建设国家级超算中心，烟台推进工业互联网平台建设，全省智算需求以年均30%以上的速度增长。 但算力扩张的背后，行业正面临双重挑战：一方面，单机柜功率密度从传统5kW、10kW飙升至30kW、100kW ，甚至更高的功率等级。英伟达 GB200等高端芯片单卡功耗超1kW，仅依靠传统风冷将变得 "力不从心"；另一方面，土地资源紧张与能耗约束日益严格，如何在有限空间内实现 高效供电制冷，成为企业落地智算项目的核心诉求。某青岛制造业企业IT负责人坦言："部署传统数据中心要预留大量辅助空间，现在用AI优化 生产，算力需求翻番，基础设施升级迫在眉睫。" 10月17日，一场穿行14城、总里程近2万公里的技术巡展抵达青岛。施耐德电气关键电源巡卡车化身 "数据中心行业的技术样板间"，将冷板式液 冷CDU ...

数据中心行业发展相关政策支持力度不断加大，从国家到地方都出台了一系列政策。这些政策涵盖了数据中心的布局优化、绿色发展、技术升级、融资渠道 等多个方面，为数据中心行业的健康、快速发展提供了有力的保障，推动行业朝着集约化、规模化、绿色化、智能化的方向不断前进。 数据中心是一种集IT基础设施、电力系统、制冷系统、网络设备、安全防护系统于一体的物理设施，用于集中存储、处理、管理和传输大量数据。其核心目 标是为企业、组织或个人提供稳定、可靠、安全的数据服务，支撑云计算、大数据分析、人工智能、物联网等各类数字化业务的运行。 本文节选自华经产业研究院发布的《2025年全球及中国数据中心行业现状分析与发展前景展望，数据处理实时性要求推动边缘数据中心兴起「图」》，如需 获取全文内容，可进入华经情报网搜索查看。 在数字化浪潮席卷各行业的当下，国内数据中心市场蓬勃发展。受5G、云计算、人工智能等新兴技术崛起，以及各行业数字化转型加速的驱动，2023年国 内数据中心市场规模强势增长至5078.3亿元。 | 数据中心行业主要产业政策 | | | | | --- | --- | --- | --- | | 政策名称 | 发布里位 | 发 ...

Industry Overview - The Chinese data center industry is undergoing a transformation from single storage facilities to complex digital infrastructure by 2025, driven by global digital transformation and the "dual carbon" strategy [1] - Three core trends are emerging: explosive demand for computing power, accelerated green transformation, and deepened regional collaboration [1][2][3] Trend 1: Explosive Demand for Computing Power - The market size for intelligent computing driven by generative AI is expected to exceed 1 trillion yuan from 2025 to 2030 [1] Trend 2: Accelerated Green Transformation - The PUE (Power Usage Effectiveness) control is becoming stricter, with the penetration rate of liquid cooling technology expected to rise from 14% in 2024 to 33% in 2025 [2] Trend 3: Deepened Regional Collaboration - The "East Data West Computing" project is promoting the construction of eight major hub nodes, with western data centers accommodating non-real-time computing needs [3] Company Highlights - **ZTE Corporation**: A leader in global communication equipment and computing infrastructure, deeply involved in the "East Data West Computing" project [6] - **Changshan Beiming**: A leader in industrial internet and data centers, leveraging resources from Baowu Group [9] - **Zhongji Xuchuang**: A top global supplier of optical modules with over 45% market share in 800G products [12] - **Cambricon Technologies**: Focused on AI chips and computing services, with significant partnerships for computing power [15] - **Inspur**: A leader in end-to-end liquid cooling solutions, having deployed over 70,000 liquid cooling systems [17] - **Tuo Wei Information**: An AI computing and industry solution provider, participating in national digital infrastructure projects [20] - **Baiwei Storage**: A leading semiconductor storage manufacturer, covering both consumer electronics and data center sectors [23] - **Baosteel**: Transitioning from traditional steel to digital economy, planning large-scale data center clusters [26] - **Hongfa Technology**: An expert in power equipment and energy management for data centers, focusing on green low-carbon technology [29] - **Wanma Technology**: A comprehensive service provider for communication cables and data center infrastructure [32] - **Sida Semiconductor**: A core supplier of power semiconductors and data center power systems [35] - **Capital Online**: An innovator in cloud services and edge computing, establishing a nationwide integrated computing network [38]

1.10月17日(周五)美股盘前，美股三大股指期货涨跌不一。截至发稿，道指期货转跌为涨，涨0.18%，标普500指数期货跌0.04%，纳指期货 跌0.24%。 | ■ US 30 | 46,033.00 | 46,076.20 | 45,416.20 | +80.80 | +0.18% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,626.60 | 6,634.50 | 6,534.60 | -2.50 | -0.04% | | ■ US Tech 100 | 24,598.30 | 24,692.10 | 24,247.30 | -58.90 | -0.24% | 2.截至发稿，德国DAX指数跌1.48%，英国富时100指数跌1.05%，法国CAC40指数跌0.05%，欧洲斯托克50指数跌0.66%。 | 德国DAX30 | 23,912.93 | 23,936.51 | 23,682.63 | -360.00 | -1.48% | | --- | --- | --- | --- | --- | --- | | 器 英国富时100 | 9,33 ...

Core Viewpoint - The recent $40 billion acquisition of Aligned Data Centers by a BlackRock-led investment group highlights the unstoppable influx of capital into AI data centers, while BlackRock CEO Larry Fink publicly refutes concerns about an AI bubble [2][3][4]. Group 1: Acquisition Details - Aligned Data Centers, owned by Macquarie Asset Management, is being acquired through the AI Infrastructure Partnership, which includes members like BlackRock, Microsoft, Nvidia, and others [3]. - The AI Infrastructure Partnership aims to invest up to $30 billion in equity capital across AI, data centers, and energy sectors, with this acquisition being its first investment [3]. - If completed, this deal will be one of the largest data center transactions in history, reflecting Wall Street's eagerness to capitalize on the AI boom [3]. Group 2: Market Insights - Fink argues that large-scale data center construction is essential for the U.S. to maintain its global leadership in AI technology, despite the existence of investment bubbles [4]. - He emphasizes that while capital investment is surging, it is necessary for geopolitical reasons to ensure the U.S. remains a leader in AI [4]. Group 3: Industry Trends - Aligned Data Centers, established in 2013, serves large enterprises and cloud companies, with facilities across the U.S. and in Mexico, Brazil, and Chile [5]. - Major tech companies are competing for scarce land, power, and computing resources essential for AI, with OpenAI recently securing multi-billion dollar agreements for computing resources [5][6]. - Nvidia's CEO predicts that global AI infrastructure investment will reach $3 trillion to $4 trillion by the end of this decade, while McKinsey estimates that U.S. data center demand could double by 2030, requiring nearly $7 trillion in investment [6].

Core Insights - The REITs market in China is expanding, with 75 products expected to be listed by September 2025, raising over 200 billion yuan, with Shanghai Stock Exchange accounting for 51 projects and 1.4 billion yuan in financing, covering various sectors such as data centers, rental housing, and logistics [1][2] Group 1: REITs Development in Jiangsu - Jiangsu has established a "reserve + cultivation + issuance" model for public infrastructure REITs, successfully launching 8 REITs that raised 24 billion yuan, with 12 REITs having 19 underlying assets located in Jiangsu [2][3] - The Dongwu Suyuan REIT, launched in June 2021, focuses on incubating high-tech enterprises in Suzhou Industrial Park, attracting over 100 renowned companies [2][3] - The Huatai Jiangsu Expressway REIT, launched in November 2022, facilitated a 36.05 billion yuan investment in highway expansion and addressed land rights issues for service areas [3] Group 2: Policy and Regulatory Support - Jiangsu's local government and regulatory bodies, including the Jiangsu Securities Regulatory Bureau, are actively supporting the REITs market by providing training and updating project reserves to enhance asset utilization [4][5] - The Jiangsu Development and Reform Commission is streamlining the application process for REITs projects, focusing on quality and compliance to promote high-quality development in infrastructure [5] Group 3: Market Collaboration and Future Outlook - The Shanghai Stock Exchange is committed to building a robust REITs market, providing feedback on transparent and growth-oriented projects, and collaborating with local authorities to identify and support quality projects [6][7] - Ongoing initiatives include direct engagement with project stakeholders and organizing events to enhance communication and address concerns, thereby improving the overall experience for enterprises and fund managers [7]