万国数据(GDS)盘前涨超1% 机构至H20芯片恢复供应有利公司收入及EBITDA增长

金吾财讯2025-07-16

金吾财讯 | 万国数据(GDS)盘前涨超1%，截至发稿，报38.20美元。消息面上，花旗发表研究报告指，据报英伟达(NVDA)将恢复向中国销售H20芯片，并推出符合中国市场监管要求的新型号，预期将利好中国数据中心行业发展，若英伟达能成功向中国云服务供应商销售积压的H20库存，将为世纪互联及万国数据的订单、收入及EBITDA增长带来上行空间。

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