金吾财讯 | 万国数据(GDS)盘前走高，截至发稿，最新报37.63美元，涨幅8.48%。对应港股(09698)周二盘中亦走强，最新报33.76港元，涨幅4.20%，成交额1.9亿港元。消息面上，公司新近披露，已与乌兰察布市人民政府正式签署战略合作协议。根据规划，万国数据将全力加码中国AI基础设施建设，拟于未来五年在乌兰察布投资超过300亿元，打造多个高密度数据中心园区和GW级数据中心园区，满足智算客户不同类型的业务部署需求，通过绿电直连、绿电交易等方式实现80%以上绿电覆盖，形成规模化零碳数据中心集群。此外，高盛近日研报提到，预计到今年年底，中国每日Token用量将达到350兆(即到2026年12月，每月达10.5千万亿Token)。其中，云端与数据中心子行业仍是该行在2026年下半年最看好的领域，重点推荐万国数据等标的。
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