万国数据-SW(09698)今日盘中大涨5.03%，表现强劲。
消息面上，据中邮证券援引媒体报道，字节跳动2026年资本开支拟达到约1600亿元人民币，高于2025年的投入，其中AI芯片预算约为850亿元人民币。此外，阿里巴巴计划在未来三年内投入超过3800亿元人民币用于技术研发和基础设施。机构认为，国内大厂加速投入将进一步加大AIDC（人工智能数据中心）和算力采购规模，这直接利好万国数据等数据中心运营商。
万国数据-SW(09698)今日盘中大涨5.03%，表现强劲。
消息面上，据中邮证券援引媒体报道，字节跳动2026年资本开支拟达到约1600亿元人民币，高于2025年的投入，其中AI芯片预算约为850亿元人民币。此外，阿里巴巴计划在未来三年内投入超过3800亿元人民币用于技术研发和基础设施。机构认为，国内大厂加速投入将进一步加大AIDC（人工智能数据中心）和算力采购规模，这直接利好万国数据等数据中心运营商。
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