金吾财讯 | 万国数据(09698)震荡扬升，截至发稿，涨7.04%，报21.03港元，成交额2258.76万港元。2022年启动的"东数西算"工程也取得阶段性成果。八大国家枢纽节点和十大数据中心集群建设稳步推进。其中，上海在智能算力方面发展尤为迅速，预计到2025年，上海的智能算力规模将超过30EFLOPS。中信建投表示，当前随着AI算力需求提升，尤其是国内供给和需求两端都出现积极变化，对于数据中心的需求也将随之增加，尤其是高功率的超大型数据中心机房，也对电力、温控等环节提出了更高要求，建议重点关注IDC产业链，包括IDC服务商、电力设备、液冷温控等环节。
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