万国数据（GDS）今日盘前股价大涨5.60%，引起了市场的广泛关注。
消息面上，公司公布了2025年全年财务业绩，表现十分亮眼。财报显示，2025年公司净收入同比增长10.8%至114.323亿元人民币，净利润达到9.594亿元，成功实现扭亏为盈。同时，经调整EBITDA也同比增长10.8%至54.035亿元，运营数据如签约面积和计费面积均录得增长。公司对未来发展充满信心，预期2026年总收入将达到124亿至129亿元，同比增长约8.5%至12.8%。
此外，行业层面也传来利好。阿里云等主流云计算服务商因全球AI需求爆发而宣布涨价，标志着算力租赁市场明确进入涨价周期。人工智能时代的需求增长被视为公司长期成功的催化剂，万国数据作为核心数据中心服务商有望直接受益。花旗等机构也发布研报，认为公司去年业绩及今年指引符合预期，并给予“买入”评级。
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