網宿科技(300017.SZ):不可能跟隨資本市場的喜好來佈局公司業務,繼續推進CDN向“邊緣計算”、“雲安全”方向的革新
格隆匯5月6日丨網宿科技(300017.SZ)於2023年5月5日下午15:00-17:00召開業績説明會,在問答環節中,就“網宿佈局的2+3戰略,從本輪資本市場的表現來看,資本市場似乎只認可了液冷業務。其它業務,如信息安全(零信任)、雲技術及雲數據中心(上海數據中心+愛捷雲)、邊緣計算(記得做的車企的邊緣計算業務),都沒有得到市場認可。這是不是説明網宿在液冷業務之外的業務,都沒有多大進展與業務貢獻?另外,哪些業務是細分領域裏的獨門絕技(即龍頭)?”,公司回覆稱,公司不可能跟隨資本市場的喜好來佈局公司業務。目前看公司各項業務平穩運營。圍繞客户數字化、智能化轉型中的IT需求,公司繼續推進CDN向“邊緣計算”、“雲安全”方向的革新,積極拓展私有云/混合雲、MSP、數據中心液冷解決方案等業務,深入推進“2+3”業務佈局。
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