万国数据(GDS)今日盘前大涨5.42%,引发市场关注。分析人士认为,这很可能与华泰证券对该股做出利好评级有关。
华泰证券发布研报称,在DeepSeek等AI应用推广的带动下,国内数据中心供需格局将好转。作为国内第三方数据中心龙头企业,万国数据在核心区域拥有丰富的机柜资源储备,公司的国内IDC业务有望迎来估值提升和业绩改善机遇。
具体来看,华泰证券上调了万国数据2025年企业价值对EBITDA目标估值倍数至15倍,从而将其目标价由26.4元上调至34.66港元,并给予"买入"评级。这表明机构对万国数据未来的发展前景持看涨态度。
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