万国数据-SW(09698)盘中涨超4%,截至发稿,股价上涨1.79%,现报28.50港元,成交额5859.10万港元。
万国数据日前公布第一季度财报,净收入27.23亿人民币,同比增加12%;毛利为6.448亿元,同比增加23.7%。净利润为约7.64亿元,同比扭亏为盈;经调整EBITDA同比增长16.1%至13.238亿元。
华泰证券表示,随着国内AI 应用步入蓬勃发展期,AI 推理需求的增长有望带动公司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,维持“买入”评级。
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