异动解读|万国数据-SW盘中上涨5.01%,数据中心板块延续强势获机构看好

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7月7日,万国数据-SW盘中上涨5.01%,报30.74港元,成交额3353.57万港元。

消息面上,数据中心板块近期持续走强。瑞银分析师指出,受国产大模型需求拉动,中国IDC运营商项目回报率和业绩增速有望超越海外同业,预计回报率将提升至15%,而当前中国IDC运营商估值仅17倍动态EV/EBITDA,显著低于全球同业的24倍,存在估值上行空间。此外,阿里巴巴此前宣布投入超3800亿元建设云和AI硬件基础设施,相关产业链配套摸排工作正在推进,进一步提振市场对数据中心需求的预期。

万国数据-SW所在的互联网服务与基础架构行业中,金山云涨4.81%,新意网集团涨1.23%。

(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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