港股异动 | 万国数据再涨超5%，公司澄清海外业务IPO传闻，大摩建议关注阿里巴巴AI相关投资
智通财经APP获悉，万国数据-SW(09698)再涨超6%，截至发稿，成交额5481万港元。
消息面上，万国数据公布，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。此外，阿里巴巴联合创始人、董事局主席蔡崇信确认阿里与苹果合作。
摩根士丹利发布报告指出，阿里定于2月20日发布2025财年第三季度财报。这份财报将成为观察国内AI投资趋势的首个关键催化剂。由于阿里巴巴是万国数据在中国的主要客户，预计会对万国数据产生重大影响。大摩认为，阿里管理层很可能会在财报中谈及未来资本支出计划以及公共云收入展望。其推测，若阿里巴巴宣布加大在AI领域的投资，整个数据中心行业的新订单预期将得到进一步提升。
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