4月17日上午，万国数据-SW（09698）股价出现显著上涨，盘中大涨9.54%，引起市场广泛关注。
根据消息，地方发改委近期下发了《关于开展算力摸底有关工作的通知》，对已建、在建和拟建算力中心项目进行摸底调查。这一举措旨在从更高层面统筹规划，避免各地盲目重复建设。作为中国及东南亚地区领先的高性能数据中心运营商和服务商，万国数据-SW有望从这一政策中受益。
分析人士指出，在当前科技内循环的背景下，国内互联网大厂及运营商对IDC及算力租赁的需求持续高涨。未来无论是在训练还是推理方向，对IDC和算力租赁均具有较强的需求支撑。供应端受制于供给周期和供应渠道，可能出现量价齐升的局面。这一趋势预计将推动万国数据-SW等相关企业驶入业绩增长加速通道，从而支撑其股价上涨。
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