8月22日（周五）上午，数据中心运营商万国数据（GDS）股价盘中大涨5%，引发市场关注。这一涨幅或与公司最新业务展望及分析师评级升级有关。
据报道，万国数据管理层在近期的电话会议中表示，预计2025年下半年客户入驻速度将明显加快。这主要得益于此前签署的152MW超大规模订单即将开始交付。尽管芯片供应存在不确定性，但管理层对未来几年AI需求前景保持乐观，特别看好AI推理需求的增长潜力。
此外，公司海外业务平台DayOne在第二季度表现强劲，新增246MW承诺订单，包括来自泰国和芬兰的新订单。DayOne目前正在进行C轮融资，并计划在18个月内IPO。美银美林在最新研报中上调了万国数据的目标价，从47.6美元提高至50.6美元，并维持"买入"评级。分析师认为，公司作为中国最大的载波中性数据中心运营商，具有强势的市场地位和充足的订单支撑增长。
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