金吾财讯 | 万国数据(09698)盘初走强，截至发稿，涨17.09%，报25.35港元，成交额3945万港元。消息面上，美银证券表示，DeepSeek对数据中心短期基本面影响有限，因为2025年的预计收入增长很大程度上已经由先前的积压订单保证；至于长期方面，该行对受到更广泛的人工智能应用推动的数据中心需求前景持乐观态度。同时，随著模型推理效率提升，更多人工智能相关订单将从模型训练转向模型推理。摩根士丹利表示，虽然中国数据中心营运商面临短期的不确定性，但长期前景看好，相信DeepSeek的技术采用可能会减少对AI模型训练的需求，这将对一线市场的数据中心需求更为有利，更为看好万国数据。
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