金吾财讯 | 万国数据(09698)股价走高，截至发稿，涨6.92%，报26.26港元，成交额5001万港元。消息面上，华泰证券发研报指，自2025年以来，国内数据中心需求端明显回暖，公司国内业务新签订单量达到152MW，未来公司仍有较为丰富的核心地带资源储备，有望为后续业务发展提供增长动能。该行认为，AI推理需求的增长有望带动公司国内数据中心空置率下降，从而为公司带来估值提升及业绩改善机遇。
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