异动解读 | 高盛看好AI需求,万国数据盘中大涨6.26%

异动解读
Dec 09

万国数据-SW(09698)今日盘中大涨6.26%,成为市场焦点。

消息面上,高盛最新报告将云端及数据中心子板块提升至首选投资位置,指出AI培训及推理需求将持续带动行业增长,同时看好超大规模云端服务商的多芯片策略和资本循环前景。报告特别点名万国数据为该板块推荐标的之一,直接推动其股价上涨。

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