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VST rose more than 12% in late trading and broke through the top. The company benefited from the AI wave, and Southeast Asian computing power went overseas to create a new growth pole
$伟仕佳杰(00856)$尾盘一度涨超12%,高见8.56港元创历史新高。截至发稿,涨8.71%,报8.24港元,成交额2.22亿港元。消息面上,国泰$海通证券(600837)$表示,伟仕佳杰是亚太地区领先的专注ICT行业解决方案的科技服务平台。传统主业IT分销受益AI浪潮、企业数字化转型,需求回暖,同时东南亚算力出海,打造新兴增长极。平安证券(香港)指出,公司已与阿里云、华为云、AWS 等头部云厂商建立深度合作,未来将可受益于整体云计算行业的高速发展。估值方面,公司大幅低于同业,我们认为未来随着公司云计算业务的高速发展,潜在估值提升空间巨大。
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