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万国数据-SW

34.750

-0.750-2.11%

成交量：615.91万

成交额：2.15亿

市值：573.73亿

市盈率：14.03

高：36.000

开：35.500

低：34.100

收：35.500

数据加载中...

总览公司新闻公告

每日卖空追踪 | 万国数据-SW 08月01日卖空量成交81.93万股，卖空比例为13.3%

万国数据-SW08月01日主力净流出791.0万元散户资金买入

万国数据盘中异动快速上涨5.02%报37.04美元

开源通信||Meta再次上调资本支出指引，微软云业务表现亮眼，海外AI正循环效果显著

新颖科技前沿

每日卖空追踪 | 万国数据-SW 07月30日卖空量成交101.06万股，卖空比例为14.29%

万国数据-SW07月30日主力净流出87.2万元散户资金买入

电力设备行业研究：多领域需求共振加速AI数据中心建设

国联民生证券

万国数据(GDS)盘前涨超3% 获摩根士丹利及花旗看好

异动解读 | 万国数据-SW盘中大涨5.90%，获大摩看好成为行业首选股

异动解读 | 万国数据-SW盘中大涨5.90%，获大摩看好成为推动因素

万国数据午后拉升！此前获大摩看好并列为行业首选股

老虎资讯综合

万国数据-SW盘中异动下午盘大幅拉升5.06%

通信行业点评报告：CELESTICA上调业绩指引看好光通信、液冷等板块估值提升

每日卖空追踪 | 万国数据-SW 07月28日卖空量成交34.65万股，卖空比例为9.84%

美股异动 | 万国数据(GDS.US)涨逾2% 获大摩看好并列为行业首选股

【券商聚焦】中信建投：AI算力消耗从训练转向推理国内算力自主可控趋势凸显

每日卖空追踪 | 万国数据-SW 07月24日卖空量成交48.35万股，卖空比例为8.49%

通信行业点评报告：谷歌云增速超预期，谷歌上调资本开支，海外AI链或迎估值提升

万国数据盘中异动早盘股价大涨5.34%

每日卖空追踪 | 万国数据-SW 07月22日卖空量成交18.4万股，卖空比例为1.7%

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16:30","pubTimestamp":1753864244,"startTime":"0","endTime":"0","summary":"万国数据-SW北京时间07月30日，跌3.76%，卖空量成交101.06万股%，较上一交易日减少49.84%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730172454a6c97249&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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数据中心的供电架构中有望广泛应用，建议关注科华数据、科士达、盛弘股份等。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730181122a6c98675&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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盘前涨超3%，截至发稿，报37.840美元。大摩重申对万国数据等股票的正面看法，并列万国数据为行业首选股。花旗认为，若英伟达能成功向中国云服务供应商销售积压的H20库存，将为世纪互联及万国数据的订单、收入及EBITDA增长带来上行空间。一旦H20许可及RTX6000D出货落实，整个国内AI板块估值有望获重估，维持对万国数据的“买入”评级，目标价为51.2美元。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"290909","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0310800965.SGD","BK4116","LU0158827948.USD","LU1162221912.USD","LU1989772840.SGD","LU0234570918.USD","LU0648001328.SGD","LU0795875086.SGD","BK1613","BK4588","LU1366192091.USD","LU1244550221.USD","BK4526","LU0130517989.USD","IE00BSNM7G36.USD","LU0225283273.USD","LU1267930227.SGD","BK4534","LU2089284900.SGD","LU0098860793.USD","LU2023251221.USD","BK4614","BK1575","LU0006306889.USD","GDS","LU2360032135.SGD","LU2133065610.SGD","09698","LU2357305700.SGD","LU0267386448.USD","BK1134","LU2125154778.USD","LU1791807156.HKD","LU0795875169.SGD","LU1201861249.SGD","BK1588","IE00BKVL7J92.USD","LU2236285917.USD","LU1244550577.SGD","LU0314104364.USD","BK4504","LU1720051108.HKD","BK4531","LU2111349929.HKD","LU0158827781.USD","LU1363072403.SGD","LU1732800096.USD","BK4505","LU0106261372.USD","LU2028103732.USD"],"gpt_icon":0},{"id":"1178254650","title":"异动解读 | 万国数据-SW盘中大涨5.90%，获大摩看好成为行业首选股","url":"https://stock-news.laohu8.com/highlight/detail?id=1178254650","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178254650?lang=zh_cn&edition=fundamental","pubTime":"2025-07-29 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万国数据-SW盘中大涨5.90%，获大摩看好成为推动因素","url":"https://stock-news.laohu8.com/highlight/detail?id=1195905701","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195905701?lang=zh_cn&edition=fundamental","pubTime":"2025-07-29 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下午盘大幅拉升5.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=2555849770","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2555849770?lang=zh_cn&edition=fundamental","pubTime":"2025-07-29 13:04","pubTimestamp":1753765492,"startTime":"0","endTime":"0","summary":"2025年07月29日下午盘13时04分，万国数据-SW股票出现波动，股价急速拉升5.06%。万国数据-SW股票所在的互联网服务及基础设施行业中，整体涨幅为0.35%。其相关个股中，加幂科技、扬科集团、万国数据-SW涨幅较大，振幅较大的相关个股有加幂科技、扬科集团、迷策略，振幅分别为22.43%、10.77%、6.79%。万国数据-SW公司简介：万国数据控股有限公司是一家主要从事开发和运营高性能数据中心的控股公司。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072913045294c0bfd2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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亿美元，同比增长21%，超公司指引预期，实现调整营业利润率7.4%，同比提升1.1 个百分点。Celestica 业绩亮眼，再次验证海外AI 高景气度，我们持续看好光通信、液冷、AIDC 等板块估值提升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729183624a6c7b0b4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 万国数据-SW 07月28日卖空量成交34.65万股，卖空比例为9.84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2554771652","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554771652?lang=zh_cn&edition=fundamental","pubTime":"2025-07-28 16:30","pubTimestamp":1753691441,"startTime":"0","endTime":"0","summary":"万国数据-SW北京时间07月28日，跌0.97%，卖空量成交34.65万股%，较上一交易日减少71.17%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250728172215a467723a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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GPU的申请，预计将获美国当局核发许可证，对中国数据中心行业而言属重大利好消息，相信有助缓解中国超大规模云服务商正面对的数据中心设备采购樽颈问题。大摩重申对万国数据等股票的正面看法，并列万国数据为行业首选股。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1322241.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4581","GDS","LU1074936037.SGD","LU1363072403.SGD","LU2089284900.SGD","BK4585","09698","LU1720051108.HKD","BK1585","LU0267386448.USD","LU1732800096.USD","LU0971096721.USD","BK4531","BK4607","IE00BZ1G4Q59.USD","BK4516","LU0795875086.SGD","BK4116","BK4127","LU0320765646.SGD","BK4614","BK4505","BK4526","LU1548497426.USD","LU1668664300.SGD","LU2347655156.SGD","LU0158827948.USD","LU0912757837.SGD","LU0314104364.USD","LU0106831901.USD","LU2023251221.USD","LU0158827781.USD","BK1575","LU1162221912.USD","BK1588","LU1720051017.SGD","LU0006306889.USD","LU0225283273.USD","LU2111349929.HKD","BK1607","LU0234570918.USD","LU2028103732.USD","BK4529","BK4504","BK4588","LU2089283258.USD","LU1989772840.SGD","BK4563","IE00BKVL7J92.USD","BK1134"],"gpt_icon":0},{"id":"2554731228","title":"【券商聚焦】中信建投：AI算力消耗从训练转向推理 国内算力自主可控趋势凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2554731228","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554731228?lang=zh_cn&edition=fundamental","pubTime":"2025-07-25 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