今日盘中，万国数据-SW（09698）股价大涨9.54%，引起市场广泛关注。该公司作为中国及东南亚地区领先的高性能数据中心运营商和服务商，其股价表现与行业政策和前景密切相关。
消息面上，近期有关部门下发了对算力基础建设实施"窗口指导"的通知。多地发改委将陆续开展算力摸底工作，涉及已建、在建和拟建算力中心项目。这一举措旨在从更高层面统筹规划，避免各地盲目重复建设，有望为行业带来更加规范和健康的发展环境。
分析人士指出，在当前科技内循环仍为核心主线的背景下，国内互联网大厂及运营商在算力方向的投资热度高涨。未来无论是在训练还是推理方向，对IDC及算力租赁均具有较强的需求支撑。供应端受制于供给周期以及供应渠道，可能出现量价齐升的局面。因此，业内普遍看好相关企业驶入业绩增长加速通道，万国数据-SW作为行业领先企业，有望从中受益。
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