数据中心概念股走高 新意网集团涨超8% 万国数据-SW涨超3%

智通财经
Jan 09

数据中心概念股走高,截至发稿,新意网集团(01686)涨8.51%,报5.1港元;万国数据-SW(09698)涨3.2%,报39.3港元。消息面上,据中邮证券援引媒体报道称,字节跳动已做出初步规划,2026年资本开支拟达到约1600亿元人民币,高于2025年约1500亿元人民币的投入。字节的AI芯片预算约为850亿元人民币,并已经下了2万颗H200的测试单。另外,阿里已明确将AI作为未来优先级方向...

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