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数据中心的需求将长时间持续，特别是在AI推理方面。而集团表示已积累900MW IT容量的土地和电力资源以供未来发展，预计在未来四年内交付。该行相信集团在资源和客户组合方面有良好优势；美股目标价由35.8美元升至36.8美元，重申“买入”评级。(ss/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-21 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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