异动解读｜万国数据-SW盘中上涨7.35%，连续回调后多家大行维持买入评级叠加AI基建逻辑催化反弹

行情直击05-29

5月29日，万国数据-SW盘中上涨7.35%，报33.7港元/股，成交额4115.11万港元。此前该股因一季报利润质量争议及未来三年300亿至500亿元巨额资本开支计划连续大跌逾15%，近日在多家大行力挺下开启修复行情。

消息面上，麦格理重申"跑赢大市"评级，H股目标价54.6港元；高盛维持"买入"评级，目标价54港元；中信证券上调目标价至50港元，指出公司一季度新签订单IT电力达346MW，超过上一财年全年水平，AI算力基础设施需求景气度持续攀升。三大行目标价较当前股价均有约50%-60%上行空间，对超卖后的市场情绪形成明显提振。

（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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