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　　万国数据-SW（09698）早盘上涨4.11%，现报24.05港元，成交额3519.10万港元。

　　国家发展改革委等三部门印发《国家数据基础设施建设指引》。其中提出，到2029年国家数据基础设施建设和运营体制机制基本建立。

　　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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