智通财经APP获悉，万国数据-SW(09698)涨超5%，截至发稿，涨5.54%，报22.85港元，成交额346.28万港元。
消息面上，万国数据将于今日盘后发布截至2024年9月30日止第三季度业绩。民生证券此前研报指出，公司在2023年全年总营收为9,957亿人民币。其中，公司的海外业务发展迅猛，同比增速达494%。公司的毛利率在2024年的前两个季度迎来小幅回升，分别为21.8%/22.6%。同时，2024年上半年公司的EBITDA margin回升至24.7%，体现出公司的盈利能力有所恢复。
该行认为，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。
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