美股异动丨万国数据盘前续涨超2% 获大摩列为中国数据中心行业首选股

格隆汇
Jul 16, 2025

万国数据(GDS.US)盘前续涨超2%,报38.5美元。该股周二收涨超7.7%。消息面上,摩根士丹利发表研究报告指,英伟达已正式提交在中国销售H20 GPU的申请,预料将获美国当局核发许可证,对中国数据中心行业而言属重大利好消息,相信有助缓解中国超大规模云服务商正面对的数据中心设备采购瓶颈问题。大摩预期,在利好消息支持下,云服务商将很快启动新一轮数据中心招标。该行重申对万国数据的正面看法,并列为行业首选股。(格隆汇)

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