野村发表研究报告指，万国数据-SW(09698.HK) (GDS.US) 今年首季增长稳固，收入及经调整EBITDA分别按年升12%及16%，该行认为主要由于利用率持续改善，但被月服务收入(MSR)趋势下降所抵消。管理层维持对全年收入及经调整EBITDA的指引，分别增长介乎9.4%至12.3%，以及介乎6.4%至10.5%。该行认为，基于受多模态大型语言模型(LLM)和AI代理的渗透率提高，AI...
Source Link野村发表研究报告指，万国数据-SW(09698.HK) (GDS.US) 今年首季增长稳固，收入及经调整EBITDA分别按年升12%及16%，该行认为主要由于利用率持续改善，但被月服务收入(MSR)趋势下降所抵消。管理层维持对全年收入及经调整EBITDA的指引，分别增长介乎9.4%至12.3%，以及介乎6.4%至10.5%。该行认为，基于受多模态大型语言模型(LLM)和AI代理的渗透率提高，AI...
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