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港股異動丨萬國數據高開超10%,阿里資本開支環比大增80%
格隆匯 02-21 09:32
萬國數據-SW(9698.HK)高開10.34%,報48港元,股價創2021年12月以來新高。隔夜美股萬國數據收漲12.76%報48.5美元,折算成港股市場價格爲47.61港元/股。消息面上,阿里昨晚發佈2025財年第三季度季報顯示,阿里季度資本開支達317.75億元,環比大增80%。此前,摩根士丹利認爲,此財報將成爲用於審視國內AI投資趨勢的首個催化劑,相信對萬國數據會帶來重大影響,因爲阿里是其中國主要客戶,如果阿里宣佈將加大AI相關投資,將進一步提升整個數據中心行業的新訂單預期。(格隆匯)

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