数据中心概念股走高新意网集团涨超8% 万国数据-SW涨超3%

智通财经01-09

数据中心概念股走高，截至发稿，新意网集团(01686)涨8.51%，报5.1港元；万国数据-SW(09698)涨3.2%，报39.3港元。消息面上，据中邮证券援引媒体报道称，字节跳动已做出初步规划，2026年资本开支拟达到约1600亿元人民币，高于2025年约1500亿元人民币的投入。字节的AI芯片预算约为850亿元人民币，并已经下了2万颗H200的测试单。另外，阿里已明确将AI作为未来优先级方向...

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数据中心概念股走高 新意网集团涨超8% 万国数据-SW涨超3%

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数据中心概念股走高新意网集团涨超8% 万国数据-SW涨超3%