智通财经APP获悉，万国数据-SW(09698)早盘涨超10%，截至发稿，涨8.37%，报22.65港元，成交额1880.96万港元。
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，中国移动和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。华为等科技企业提供路径规划和支持，并在2024年6月发布了《AIDC白皮书》，推动智算数据中心建设与发展。
海通证券指出，万国数据深耕IDC数据中心领域多年，并全力开拓海外数据中心市场，是中国IDC行业的领导厂商。该行认为，AI大模型的快速迭代，尤其是AI应用的实质性进展，将驱动全球智算中心加速建设，形成新一轮的高景气周期。
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