1月8日,万国数据(GDS)股价盘中出现大涨5.06%的行情,引发了市场的广泛关注。
从公布的消息来看,此股价上涨行情或与近期政策面的积极利好信号有关。国家发展改革委等三部门日前印发《国家数据基础设施建设指引》,提出到2029年,我国将基本建成国家数据基础设施主体结构。作为数据中心服务商,万国数据有望从该政策规划中获益。
与此同时,全球科技巨头也在加大数据中心建设力度。微软公司计划本财年斥资800亿美元建设数据中心,旨在支持人工智能等科技创新;特朗普更宣布一项200亿美元投资计划,将在美国多个州建设数据中心。这些信号进一步加剧了市场对数据中心行业前景的看好预期,推动了万国数据等数据基础设施概念公司股价走强。
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