异动解读|万国数据-SW盘中上涨3.95%,300亿乌兰察布GW级数据中心签约落地提振修复预期

行情直击
Jun 09

6月9日,万国数据-SW盘中上涨3.95%,报33.74港元/股,成交额2022.22万港元。该股此前因一季报利润质量争议及巨额资本开支计划连续承压,6月8日一度下挫6.83%,今日迎来技术性修复。

消息面上,公司于6月3日与乌兰察布市政府正式签署战略合作协议,未来五年投资超300亿元打造GW级绿电直连数据中心集群,通过绿电直连及市场化交易实现80%以上绿电覆盖,形成规模化零碳算力基地。该项目落地标志着公司300亿至500亿元资本开支计划从规划转入实质执行阶段,叠加一季度新签订单IT电力达346MW超上一财年全年水平,AI算力基础设施需求景气度持续验证,市场对长期成长逻辑的信心有所回暖。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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