万国数据-SW(09698)今日盘中大涨5.3%,引发市场关注。
消息面上,大和发布研报看好该股前景。报告指出,万国数据房地产投资信托基金(REIT)即将上市,有助于加快公司去杠杆化,开拓新融资渠道,预计将推动公司收入增长。此外,该公司今年首季从阿里巴巴手中取得廊坊数据中心140兆瓦的新订单,反映出核心城市推理运算需求正在增长。
鉴于上述利好预期,大和维持万国数据-SW"买入"评级,并将目标价从39港元上调至46港元。市场对公司长期增长前景抱有较高预期,助推该股今日盘中大涨。
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