万国数据今日盘前股价大跌5.01%，引发了市场关注。
消息面上，有分析文章深入剖析了公司近期财报，指出其2026年一季度净利润的大幅增长主要依赖于一笔高达21.37亿元的权益法投资收益，该收益源于公司将海外平台公司股权出售给自身关联实体的会计操作。剔除这笔一次性收益后，公司一季度净利润实际同比大幅下滑48.1%，引发了市场对其核心盈利能力和财报质量的担忧。
与此同时，麦格理发布报告，虽然重申对万国数据的“跑赢大市”评级，但将其H股目标价从57.1港元下调4%至54.6港元，并下调了今明两年的每股盈利预测。尽管报告也肯定了公司受AI需求带动的强劲签约量，但目标价的下调可能进一步影响了投资者的短期情绪。
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