异动解读｜万国数据-SW盘中下跌3.1%，一季报利润质量争议与巨额资本开支计划持续压制

行情直击06-03 10:17

6月3日，万国数据-SW盘中下跌3.1%，报34.96港元/股，成交额5701.31万港元。此前该股在多家大行维持买入评级推动下连续反弹，今日再度回落。

消息面上，公司一季度26.52亿元净利润中，超八成源于DayOne股权操作带来的21.36亿元一次性投资收益，剔除后核心业务收入增速放缓至个位数，利润质量争议尚未消散。同时，管理层重申未来三年300亿至500亿元巨额资本开支计划，叠加经营性现金流缩水，市场对短期财务压力的担忧持续压制估值修复节奏。行业板块整体走弱，金山云跌5.12%、新意网集团跌3.74%，IDC个股普遍承压。

（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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