万国数据股价在夜盘大涨5.92%,引发市场关注。市场人士分析,此次涨幅或与近期AI概念股持续走高有关。
恒生科技指数在前一交易日大涨超3%,万国数据作为数据中心营运商亦被视为AI概念受益股,一度大涨近20%。DeepSeek公司最新推出的R1模型在性能上比肩OpenAI模型,但训练成本仅为后者的1/30,引发对AI模型推广及GPU需求的热议。市场人士预计,此举将进一步推动包括万国数据在内的数据中心需求。
多家券商均看好AI技术发展有利于万国数据等公司长期前景。一方面低成本模型训练减少服务器需求,但另一方面模型推理将带来更多数据中心需求。总体而言,未来AI应用不断扩大,行业发展前景光明。
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