金吾财讯 | 万国数据(GDS)盘前跌超3%,截至发稿,报26.85美元。
消息面上, 野村发研报指,万国数据剥离海外业务DayOne后,预计将专注于其国内业务,特别是AI推理领域存在快速增长的机遇,估计万国数据可成为中国主流互联网企业加大AI基础设施投资的主要受益者,给予“买入”评级,美股目标价从63美元降至35.8美元。
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