港股异动 | 万国数据-SW(09698)再涨超11% 传公司考虑分拆国际业务赴美上市

智通财经
12 Feb
Smurfit WestRock PLC-0.14%Post-market

智通财经APP获悉,万国数据-SW(09698)再涨超11%,截至发稿,涨11.33%,报33.4港元,成交额3227.49万港元。

消息面上,日前有媒体报道称,根据知情人士透露,万国数据正考虑将GDS International业务在美国进行IPO,筹集约5亿美元。万国数据可能会尝试最早今年让GDSI挂牌上市。万国数据正与银行商讨IPO事宜。相关工作仍在进行之中,最终未必会推进交易。万国数据没有回复寻求评论的请求。

海通国际认为,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。该行指,无论是从数据中心规模还是第三方咨询报告的排名,公司都处于中国IDC行业的领导地位。特别是公司在海外的业务扩张,其规模巨大,国内公司少有,对公司未来的整体发展起到有力的牵引作用。

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