万国数据(GDS)今日盘前大涨5.12%,引发市场广泛关注。
分析人士指出,本次股价大涨主要得益于以下两大利好因素:
一是超大规模企业对万国数据在乌兰察布和惠州地区数据中心的需求持续强劲。该公司这两个地区的数据中心区位优势明显、容量规模大、交付周期短,深受客户青睐。根据预期,2025年超大客户在当地的资源利用率将保持较高水平,对该公司新增数据中心采购需求旺盛。
二是分析师预计,华北地区数据中心的供需动态将在未来出现逆转。如果超大规模客户进一步加快产能投资以消化现有库存,现货价格有望上涨。对于行业龙头企业如万国数据来说,尽管目前供给仍相对紧缺,但供需逆转符合其预期。
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