万国数据(GDS)2月18日夜盘大涨5.30%,引发市场广泛关注。据了解,这主要源于投资者对阿里巴巴即将公布的财报存有期待。
分析人士指出,阿里巴巴将于2月20日公布2025财年第三季度业绩,这将是审视其国内AI投资趋势的首个重要时间节点。如果阿里巴巴宣布将加大AI相关投资,预计将进一步提升整个数据中心行业的新订单预期,而万国数据作为阿里在中国的主要数据中心服务商之一,料将直接受益。
业内人士分析称,随着AI大规模应用,对于数据中心的需求也将大幅增加。阿里巴巴如果加大AI投资力度,势必需要扩大数据中心基础设施,这将直接带动对万国数据等主要数据中心服务商的订单增长,从而支撑其业绩表现和股价上涨。
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