2024年9月30日,数据中心营运商万国数据(GDS)在港股盘前大涨9.31%,报收19.77港元。
分析师指出,大涨主因在于近期内地宽松政策利好软件和数据中心股。有机构认为,虽然宽松政策短期对软件行业基本面影响有限,但明年行业软件开支有望复苏,有利于触发软件和数据中心股出现强劲的价值修复。
此外,万国数据在人工智能数据中心需求方面增长能力获机构看好。机构预计人工智能将推动对万国数据数据中心产品和服务的需求,该公司增长潜力较高。
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