花旗集团分析师持续看好澳大利亚数据中心运营商NextDC的发展前景，重申对该股的"买入"评级。分析师西拉杰·艾哈迈德在最新研报中指出，尽管悉尼市场未达成新合约且微软部分合同出现延迟，但NextDC在2025财年斩获的订单量仍符合预期，堪称亮眼成绩。
艾哈迈德预测，2026财年公司有望再创合约签署新纪录，不过业绩增长将主要集中在下半年显现。他特别强调，公司业绩存在超预期可能，这主要取决于数据中心扩建项目的推进进度。随着规模效应逐步释放，经营杠杆效应预计将在2027财年开始显现。
值得关注的是，花旗将NextDC目标价微调1.9%至18.35澳元。截至发稿，该公司股价小幅回落0.3%，报13.78澳元。支撑花旗看涨逻辑的核心因素在于持续强劲的数据中心容量需求，以及即将到来的运营效率提升空间。分析师认为，当前市场尚未充分反映这些积极因素带来的增长潜力。
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