智通财经APP获悉,万国数据-SW(09698)涨超9%,截至发稿,涨9.11%,报22.75港元,成交额7217.79万港元。
消息面上,万国数据将于11月19日盘后发布截至2024年9月30日止第三季度业绩。民生证券研报指出,公司营业收入平稳增长,盈利能力有所回升。在人工智能、云计算、5G等产业趋势下,数据中心有望持续高增长。考虑到公司综合竞争优势突出,资源储备充分,有望加速发展。看好公司业务前景。华泰证券表示,长期来看,该行认为AIGC等新应用将驱动IDC行业迈入新一轮景气周期,看好公司作为第三方IDC龙头的增长潜力。
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