智通财经APP获悉，万国数据-SW(09698)再涨超5%，截至发稿，涨5.67%，报34.5港元，成交额8705.48万港元。
消息面上，万国数据-SW(09698)公布，公司已得悉有媒体报道猜测DayOne(或称GDS International)正在考虑进行首次公开招股。公司表示，据公司所知及于本公告日期，DayOne并无进行首次公开招股的具体或最终计划。
大和发表研究报告指，相信DeepSeek的推出对万国数据是个拐点，因为定价现已稳定下来，相信万国数据的月度服务收入可能会在一至两年内触底反弹。该行指出，根据估算，其过去六个月的总成交额达到60亿港元，倘万国数据将主要上市地点更改为香港后，有资格被纳入港股通计划。这将为股票带来更多资金流入。该行将公司评级由“持有”升至“买入”，H股目标价由20港元大升至39港元。
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