万国数据-SW午后涨近3% 小摩重申“增持”评级

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  万国数据-SW(09698)午后涨近3%,截至发稿,股价上涨2.53%,现报42.20港元,成交额1.27亿港元。

  1月30日,万国数据宣布,已与华泰资本投资有限公司达成协议,通过私募配售方式发行3亿美元B系列可转换优先股。本次募得资金将主要用于数据中心扩张及一般企业运营。

  摩根大通发布研报称,预期万国数据于中国的AI数据中心建设项目将于2026年加速推进,因国产芯片供应开始加速增长、英伟达H200 GPU的供应状况变得更为明朗,而且内地供应商正在部署更多AI应用。基于更强劲的核心业务及其股权投资的潜在价值释放,该行将其美股目标价由40美元上调至55美元,重申“增持”评级。

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