世纪互联-2025 年亚洲领袖会议-要点：AI 订单可能推动 2025 年资本支出

5 September 2025 | 6:42PM HKT VNET Group (VNET): Asia Leaders Conference 2025 — Key Takeaways: AI order volume likely to recover in 3Q25 We hosted VNET's Rotating President and IR Director on Sep 5 at GS Asia Leaders Conference in Hong Kong. Management highlighted 1) positive signals of new orders since late Aug, with 3Q25 order volume potentially exceeding the 2Q25 level and hopefully approaching the 1Q25 level; 2) rising AI demand for AI training and inference integration and LLM applications, and more di ...