万国数据-SW早盘涨逾7% 大摩建议关注阿里巴巴AI相关投资

新浪港股

02-14

热点栏目自选股数据中心行情中心资金流向模拟交易

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　　万国数据-SW（09698）早盘上涨6.88%，现报35.75港元，成交额5423.37万港元。

　　摩根士丹利发布报告指出，阿里定于2月20日发布2025财年第三季度财报。这份财报将成为观察国内AI投资趋势的首个关键催化剂。由于阿里巴巴是万国数据在中国的主要客户，预计会对万国数据产生重大影响。大摩认为，阿里管理层很可能会在财报中谈及未来资本支出计划以及公共云收入展望。其推测，若阿里巴巴宣布加大在AI领域的投资，整个数据中心行业的新订单预期将得到进一步提升。

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