智通财经APP获悉，高盛发布研报称，万国数据-SW(09698)2025年第一季度EBITDA符合预期，予买入评级，12个月目标价为42美元/41港元。万国数据2025年第一季度业绩显示，收入同比增长12%;EBITDA同比增长16%，高于市场预期1%，基本符合预期。据管理层透露，客户入住速度在2025年第一季度保持稳定，约为2万平方米，预计将维持当前速度。虽然管理层认为近期需求存在不确定性，但公司在订单接收方面保持谨慎，并对未来4年开发的900兆瓦容量的中期需求持乐观态度。
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