萬國數據-SW早盤漲逾7% 大摩建議關注阿里巴巴AI相關投資

新浪港股

02-14

熱點欄目自選股數據中心行情中心資金流向模擬交易

客戶端

　　萬國數據-SW（09698）早盤上漲6.88%，現報35.75港元，成交額5423.37萬港元。

　　摩根士丹利發佈報告指出，阿里定於2月20日發佈2025財年第三季度財報。這份財報將成爲觀察國內AI投資趨勢的首個關鍵催化劑。由於阿里巴巴是萬國數據在中國的主要客戶，預計會對萬國數據產生重大影響。大摩認爲，阿里管理層很可能會在財報中談及未來資本支出計劃以及公共雲收入展望。其推測，若阿里巴巴宣佈加大在AI領域的投資，整個數據中心行業的新訂單預期將得到進一步提升。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：盧昱君

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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class=\"head\">\n<strong class=\"h-name small\">新浪港股</strong><span class=\"h-time small\">2025-02-14 09:43</span>\n</p>\n</header>\n<article>\n<div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/hk/min/640x360xxfhd/09698.png\"/>\n</div>\n<div>\n<div>\n<span>熱點欄目</span>\n<s></s>\n自選股\n數據中心\n行情中心\n資金流向\n模擬交易\n</div>\n客戶端\n</div>\n</div>\n<p>　　<span><a href=\"https://laohu8.com/S/09698\">萬國數據-SW</a></span><span></span>（09698）早盤上漲6.88%，現報35.75港元，成交額5423.37萬港元。</p>\n<p>　　<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>發佈報告指出，阿里定於2月20日發佈2025財年第三季度財報。這份財報將成爲觀察國內AI投資趨勢的首個關鍵催化劑。由於<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>是<a href=\"https://laohu8.com/S/GDS\">萬國數據</a>在中國的主要客戶，預計會對萬國數據產生重大影響。大摩認爲，阿里管理層很可能會在財報中談及未來資本支出計劃以及公共雲收入展望。其推測，若阿里巴巴宣佈加大在AI領域的投資，整個數據中心行業的新訂單預期將得到進一步提升。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：盧昱君 </p>\n</div>\n<div class=\"bt-text\">\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-02-14/doc-inekmcmn7634961.shtml\">新浪港股</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2041044095.USD","symbol_name":"Blackrock Circular Economy A2 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