果然，全部30%涨停！

Core Insights - The first two public REITs focused on data centers were listed on August 8, both achieving a 30% limit-up on their debut, indicating strong market interest and performance [1][2][3] Group 1: Market Performance - The newly listed data center REITs, Southern Wanguo Data Center REIT and Southern Runze Technology Data Center REIT, recorded transaction amounts of 2.34 billion and 4.52 billion respectively, making them the top two in the public REITs market [2] - The public REITs market has shown impressive performance this year, with the CSI REITs Total Return Index and CSI REITs Index rising by 13.37% and 9.91% year-to-date as of August 8, significantly outperforming major indices like the CSI 300 and the CSI Dividend Index [1][4] Group 2: Market Dynamics - The successful listing of the first data center public REITs marks a diversification of underlying assets in the public REITs market, expanding beyond traditional sectors like housing and logistics to include new infrastructure like data centers [3] - The total market capitalization of public REITs reached 221.23 billion, maintaining stability above 220 billion, although there has been a slight correction of over 2% from the peak in late June [4] Group 3: Investment Opportunities - Among the 73 public REITs listed, 70 have reported positive returns this year, with an average increase of 17.37%. Notably, the Jiashi Wumei Consumption REIT has surged over 50% year-to-date [4][5] - The recent market adjustments may be linked to rising risk appetite in the capital market, with suggestions to focus on quality projects that may present buying opportunities after corrections [4]