万国数据-SW(09698)早盘一度涨超5%,该股昨日收涨逾10%。截至发稿,股价上涨4.56%,报22.65港元,成交额490.02万港元。
华西证券研报指出,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。中金则指出,2025年随着AI的推动,看好数据中心修复趋势的进一步加强。另外,快速交付工程能力、电力、区位匹配度或成为数据中心的核心竞争要素。
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