智通财经APP获悉，数据中心股早盘走高，截至发稿，新意网集团(01686)涨5.08%，报6.21港元；万国数据-SW(09698)涨3.56%，报23.25港元。
消息面上，据财经杂志报道，今年一季度，腾讯向字节跳动购买了价值约20亿元的GPU（图形处理器）算力资源，这批资源以英伟达H20卡和服务器为主，腾讯元宝目前的更新主要使用来自字节的卡。除了腾讯，一位知情人士称，阿里也在今年一季度DeepSeek爆红之后，向字节跳动下了GPU订单。中信建投指出，近期上市公司密集披露2024年报和2025年一季报，从已经披露的财报情况来看，AI算力产业相关公司业绩显示出较好表现，印证行业维持高景气状态，建议持续关注增速高、估值低的标的。
国泰君安证券此前研报指出，阿里巴巴大幅增加AI基础设施投资，国内CSP（云服务提供商）厂商将积极跟进，有望复现“互联网+”周期中出现的IDC（互联网数据中心）投资热潮。其他CSP厂商同步增加对AIDC（人工智能数据中心）的投资，推动国产AI算力产业链的需求改善。
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