港股異動 | 萬國數據-SW(09698)再漲超5% 公司澄清海外業務IPO傳聞大摩建議關注阿里巴巴AI相關投資

智通財經網

02-14

萬國數據-SW(09698)再漲超5%，截至發稿，漲5.53%，報35.3港元，成交額3871.23萬港元。

消息面上，萬國數據公佈，公司已得悉有媒體報道猜測DayOne(或稱GDS International)正在考慮進行首次公開招股。公司表示，據公司所知及於本公告日期，DayOne並無進行首次公開招股的具體或最終計劃。此外，阿里巴巴聯合創始人、董事局主席蔡崇信確認阿里與蘋果合作。

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

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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src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n</div></body></html>","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>港股異動 | 萬國數據-SW(09698)再漲超5% 公司澄清海外業務IPO傳聞 大摩建議關注阿里巴巴AI相關投資</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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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。</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</div>\n<div class=\"bt-text\">\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-02-14/doc-inekmcmm1115697.shtml\">智通財經網</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":"LU0912757837.SGD","symbol_name":"JPMorgan Investment Funds - Global Income A (mth) 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