万国数据-SW早盘涨超4% 机构看好国内IDC业务估值提升

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07 Feb
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  万国数据-SW(09698)早盘上涨4.23%,现报27.10港元,成交额4991.26万港元。

  华泰证券发布研报称,在DeepSeek引领下,AI应用推广的深度和广度有望进一步加强,应用侧更加繁荣,带动流量及推理算力需求强劲增长,在此背景下,国内存量数据中心空置率有望进一步下降,供需格局好转。万国数据-SW作为国内第三方数据中心龙头企业,在核心地区机柜资源储备丰富,该行看好公司国内IDC业务后续的估值提升及业绩改善机遇。

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