金吾财讯 | 万国数据(GDS)盘前涨超3%,截至发稿,报21.05美元。消息面上,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。
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