穆迪将世纪互联(VNET.US)公司家族评级从“B3”上调至“B2”，印证其在国内IDC市场的稳固地位。受益于AI推动的数据中心容量需求激增，叠加基地型IDC业务扩张战略，公司前景向好。穆迪预计其未来12-18个月收入增15%-20%，调整后EBITDA利润率升至40%-45%，流动性充足。战略股东协同效应下，盈利增长稳健。基于此，我看好其表现，拟通过沽出认沽期权布局。
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.06 5Lot(s) | -- Closed |
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- YTGIRL·2025-07-11Great outlookLikeReport