大和表示,对万国数据-SW(09698.HK) 在2025年第二至第四季的息税折旧摊销前利润(EBITDA)增长持更乐观态度,并认为其全年EBITDA指引有上行空间,这将推动公司进一步去杠杆化。与此同时,该行看到2025年第一季对数据中心DayOne的强劲需求为未来融资轮次铺平道路。该行认为当前水平的风险回报比具有吸引力,因万国数据中国的隐含估值,低于万国数据自身的估值倍数以及万国数据同行即将推出...
Source Link大和表示,对万国数据-SW(09698.HK) 在2025年第二至第四季的息税折旧摊销前利润(EBITDA)增长持更乐观态度,并认为其全年EBITDA指引有上行空间,这将推动公司进一步去杠杆化。与此同时,该行看到2025年第一季对数据中心DayOne的强劲需求为未来融资轮次铺平道路。该行认为当前水平的风险回报比具有吸引力,因万国数据中国的隐含估值,低于万国数据自身的估值倍数以及万国数据同行即将推出...
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