3月5日,港股数据中心板块表现抢眼,其中万国数据-SW(09698)大涨17.11%,报收37.65港元。这一上涨与行业持续升温的IDC投资热潮不无关系。
消息显示,阿里巴巴集团近期宣布将投入超过3800亿元用于建设云和AI硬件基础设施,金额超过过去十年总和。作为数据中心运营商领军者,万国数据的数据中心资产有望从中获益。
同时,机构人士认为,在国产大模型驱动下,中国IDC运营商的项目回报率和业绩增速将超越海外同行。而IDC公司目前的估值水平仍显低估,预计未来仍有较大上行空间。综合来看,IDC行业正处于一个新增长周期,技术进步和需求增长将为头部运营商带来较大发展机遇。
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