港股异动 | 数据中心股走高 万国数据-SW(09698)涨超5% 新意网集团(01686)涨超4%

Group 1 - Data center stocks experienced an upward trend, with GDS Holdings (09698) rising by 5.44% to HKD 36.04 and New Oriental Group (01686) increasing by 4.01% to HKD 5.19 [1] - The U.S. government has allowed NVIDIA to sell its H200 AI chips to China, with a fee imposed on each chip sold [1] - Goldman Sachs upgraded the cloud and data center sub-sector to a preferred position, anticipating sustained demand for AI training and inference, driven by large-scale cloud service providers' multi-chip strategies and positive outlook on data center order volume and capital expenditure [1] Group 2 - Goldman Sachs expressed a favorable view on GDS Holdings and similar companies within the cloud and data center sector [1]