万国数据-SW(09698)今日盘中大涨6.43%,引发市场关注。
此前有消息指出,阿里巴巴或将在2月20日的季度财报中透露对AI领域加大投资的计划,这可能带动整个数据中心行业迎来新订单需求提升。据悉,阿里是万国数据在国内的主要客户之一,因此该举措有望提振万国数据的后续业绩表现。
另一方面,万国数据旗下业务集团GDS International就有关IPO上市的传闻予以澄清,称尚无具体或最终计划。这或一定程度上消除了市场对潜在股权稀释等问题的担忧。
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