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美股异动|世纪互联盘前涨近2%,获高盛列入亚太地区“强烈买入”名单
Ge Long Hui· 2025-10-09 08:28
Core Viewpoint - Century Internet (VNET.US) is experiencing a positive market response, with a pre-market increase of nearly 2% to $10.08, following a report from Goldman Sachs that includes the company in its "Strong Buy" list for the Asia-Pacific region [1] Group 1: Company Transformation - Century Internet is transitioning from a traditional retail IDC operator to a rapidly growing wholesale IDC operator, benefiting from increasing investments in AI [1] - The company is expected to enter a phase of accelerated revenue and EBITDA growth over the next few years [1] Group 2: Financial Projections - Goldman Sachs projects a compound annual growth rate (CAGR) of 52%-55% for wholesale IDC business revenue and EBITDA from 2024 to 2027 [1] - The overall EBITDA margin for the company is anticipated to increase from 29.4% to 33.3% [1] - A target price of $13 for the next 12 months has been set for Century Internet [1]