异动解读｜万国数据-SW盘中上涨3.03%，数据中心板块连续走强AI基建需求持续驱动

行情直击07-09

7月9日，万国数据-SW盘中上涨3.03%，报32.48港元，成交额4096.24万港元，连续三个交易日走强。

消息面上，数据中心板块近期持续获资金追捧，阿里巴巴此前宣布投入超3800亿元建设云和AI硬件基础设施，叠加AI算力涨价预期升温，市场对IDC需求前景进一步看好。公司一季度净新增签约200MW创单季历史新高，并宣布未来三年计划投入300至500亿元加码国内AI基础设施建设，机构普遍维持看好评级。此外，Agent应用有望驱动新一轮算力需求增长，国产大模型市场规模加速扩容，为数据中心长期需求提供支撑。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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