智通财经APP获悉,周二,万国数据(GDS.US)美股盘前涨近7%,报41.86美元。阿里巴巴将于2月20日公布2025财年第三季度业绩,摩根士丹利发表报告指,此财报将成为用于审视国内AI投资趋势的首个催化剂,相信对万国数据会带来重大影响,因为阿里是其中国主要客户。
大摩指出,阿里管理层预料将于财报中提及未来的资本支出计划和公共云收入展望,憧憬如果阿里巴巴宣布将加大AI相关投资,将进一步提升整个数据中心行业的新订单预期。
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