金吾财讯 | 万国数据(09698)延续昨日升势，截至发稿，涨5.01%，报23.05港元，成交额275.76万港元。隔夜美股万国数据(GDS)亦收涨，涨幅为5.52%，报23.52美元。近日，国家发改委、国家数据局、教育部、财政部、金融监管总局、证监会六部门发布《关于促进数据产业高质量发展的指导意见》。意见明确，到2029年，数据产业规模年均复合增长率超过15%，数据产业结构明显优化，数据技术创新能力跻身世界先进行列，数据产品和服务供给能力大幅提升，催生一批数智应用新产品新服务新业态，涌现一批具有国际竞争力的数据企业。江海证券表示，12月27日凌晨OpenAI宕机引发对电源关注，重视数据中心产业链投资机会。该行表示，智能算力的增长预计将成为整体算力需求增长的主要驱动力，AI服务器、尤其面向生成式AI的高性能服务器，将成为服务器市场增长的亮点。
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