《大行》汇丰研究看好中国数据中心行业 升万国数据(09698.HK)及新意网(01686.HK)目标价

阿斯达克财经
03 Apr

汇丰研究发表报告指,DeepSeek推出后,中国数据中心股在今年首两个月平均涨幅达102%。虽然由于杠杆率上升的忧虑,该板块在3月下跌29%,但由于订单可见度强劲,该行仍然看好行业。

该行将万国数据(09698.HK) 的目标价由29.9元上调至37.1元,评级“买入”;对新意网(01686.HK) 目标价由4.6元升至10.1元,评级“买入”。(sl/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-02 16:25。)

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