万国数据-SW(09698)今日盘中大涨10.34%,引起市场广泛关注。
根据消息,阿里巴巴集团公布2025财年第三季度财报。财报显示,阿里云商业化收入重回双位数增长,AI相关产品收入连续六个季度实现三位数增长。值得注意的是,阿里在该季度大幅增加资本开支,达到人民币318亿元,环比大增80%。
阿里巴巴集团CEO吴泳铭表示,AI时代对于基础设施有明确而巨大的需求,未来三年在云和AI的基础设施投入预计将超越过去十年的总和。分析人士指出,阿里巴巴加大投资有望进一步提振整个数据中心行业的新订单预期。作为中国IDC行业的领先企业,万国数据有望从这一趋势中获益。
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