数据中心服务提供商万国数据（GDS）今日盘前大跌5.88%，引起投资者广泛关注。
消息面上，美银证券发布最新研究报告，下调了万国数据的目标价。报告显示，美银将万国数据的美股目标价从53.8美元下调至50美元，港股目标价也从52.8港元降至49.1港元。尽管如此，美银仍然维持对万国数据的"买入"评级。
此外，美银证券还指出，万国数据管理层预期2026财年每平方米服务收入将同比下降3%至4%。这主要受到合约续签定价下调以及新订单稀释效应的影响。然而，美银同时上调了万国数据2025年的每股盈利预测，从4.13元人民币上调至10.82元人民币。分析师认为，尽管短期内可能面临一些挑战，但长期来看，AI需求有望推动2026年订单强劲增长，公司新项目的内部回报率仍将保持韧性。
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