金吾财讯 | 数据中心概念走强，万国数据(09698)涨7.22%，报20.2港元；新意网集团(01686)涨5.37%，报6.08港元。消息面上，汇丰研究将万国数据的目标价由29.9港元上调至37.1港元，评级“买入”；对新意网目标价由4.6港元升至10.1港元，评级“买入”。
该行指出，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。
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