万国数据-SW早盘涨超10% 海内外科技厂商AIDC投建狂潮延续

新浪港股
27 Jan
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  万国数据-SW(09698)早盘涨超10%,截至发稿,股价上涨9.09%,报22.80港元,成交额2181.03万港元。

  中金表示,展望2025年,预计海内外科技厂商AIDC投建狂潮延续。海外方面,各家科技龙头均已在全球部署了相关产能,其中OpenAI大股东微软AIDC投资金额高达460亿美元,谷歌投资330亿美元。国内方面,中国移动中国电信两大运营商主力牵头布局AIDC建设,打造覆盖全国的一体化算力网络体系,投资金额以中国移动领衔超千亿元。

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