异动解读|万国数据-SW盘中上涨4.79%,高盛看好云及数据中心板块叠加财报窗口催化

行情直击
Aug 12

8月12日,万国数据-SW盘中上涨4.79%,报31.92港元/股,成交额514.03万港元。

消息面上,高盛近日发布中国互联网二季度业绩前瞻研报,明确将云及数据中心列为子行业首选,点名万国数据为重点受益标的,同时大幅上调国产大模型收入预期,港股算力概念应声走强。此外,公司董事会于今日召开会议审批二季度业绩,财报将于8月13日正式披露,市场一致预期本季净收入约30.86亿元,同比增长9.32%。前期股价因盈利质量隐忧连续回调后,机构积极评级与财报窗口预期共同推动资金回补。

(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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