万国数据-SW（09698）今日盘中大涨5.18%，延续了数据中心股的整体上涨趋势。该股价的上涨主要受到多重利好因素的推动。
首先，港股AI概念股今日普遍上扬，带动相关数据中心股走强。其次，北京市近日发布了《北京市促进民营经济健康发展、高质量发展2025年工作要点》，提出将支持民营企业建设智算中心，并对采购自主可控GPU芯片开展智能算力服务的企业给予投资额一定比例的支持。这一政策利好为数据中心行业带来了新的发展机遇。
此外，中金公司此前发布的研报指出，数据中心公司目前在手订单有望支撑未来1-2年业绩增速逐年提升。虽然新签价格尚未提升，但项目回报率有望先于价格改善。受旺盛订单拉动，数据中心资本开支进入上行通道，多元融资渠道支撑资本开支扩张。这些因素共同推动了万国数据-SW等数据中心股的股价上涨。
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