万国数据-SW（09698）今日盘中大涨5.10%，引发市场关注。该公司作为数据中心运营商，近期业绩表现稳健，未来发展前景看好。
根据公司最新财报，2024年万国数据实现营业收入103.22亿元，同比增长5.5%；调整后EBITDA达48.76亿元，同比增长3%。值得注意的是，公司国内业务新签订单量达到152MW，显示出国内数据中心需求明显回暖。同时，公司海外业务DayOne也保持良好发展态势，累计签单规模达到467MW。
分析人士指出，AI推理需求的增长有望带动万国数据国内数据中心空置率下降，从而为公司带来估值提升及业绩改善机遇。此外，公司在核心地带仍有丰富的资源储备，为未来业务发展提供增长动能。随着数据中心行业景气度提升，投资者对万国数据-SW的未来表现持积极态度。
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