智通财经APP获悉，万国数据-SW(09698)涨超6%，月内股价实现翻倍。截至发稿，涨6.67%，报42.4港元，成交额7.46亿港元。
消息面上，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。
大和近期研报指出，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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