今日盘中，数据中心运营商万国数据（GDS）股价大涨5%，引发市场关注。这一涨势主要受到公司管理层积极展望及分析师看好等因素推动。
据悉，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，主要得益于此前签署的152MW超大规模订单即将交付。同时，尽管芯片供应存在不确定性，公司对未来几年AI推理需求保持乐观态度。此外，公司海外业务平台DayOne表现强劲，二季度新增246MW承诺订单，显示出良好的增长势头。
与此同时，美银证券发布研究报告，上调万国数据的目标价。美股目标价从47.6美元上调至50.6美元，并重申"买入"评级。分析师认为，万国数据作为中国最大的载波中性数据中心运营商，拥有强劲的市场地位和充足的国内订单支撑增长，海外扩张也将成为新的增长动力。这一积极评估进一步增强了投资者对公司前景的信心。
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