周五，万国数据(GDS.US)涨逾3%，报21.31美元。消息面上，据媒体报道，字节正在掀起数据中心基础设施建设浪潮，到2025年资本开支将翻倍至1600亿人民币。华西证券指出，伴随AI智能算力需求的提升以及运营商和互联网Capex向智算中心偏重，以及国家政策推动强化算力集群布局，大型、超大型算力枢纽节点的数据中心有望加速建设整合，相关受益公司包括万国数据等。

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