万国数据-SW今日盘中大涨5.66%,引发市场关注。
消息面上,阿里巴巴将于本日公布2025财年第三季度财报,市场预计其将提及未来的资金支出计划和公有云收入展望。如果阿里巴巴宣布加大人工智能相关投资,预计将进一步推升整个数据中心行业的新订单需求,对万国数据而言利好可期。
分析指出,万国数据作为国内头部第三方数据中心运营商,在核心区域机柜资源储备充足。分析师看好其国内数据中心业务后续的估值将获得提升,业绩也将持续改善。
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