美银证券发表报告，指该行参与了万国数据-SW(09698.HK) (GDS.US) 首季业绩后分析员会议。整体而言，客户迁入节奏自2024年第一季以来保持稳定。预计2025年第二季新增使用面积约2万平方米，而随着大型项目(152MW)交付，2025年第三至第四季迁入节奏可能加快。管理层预计2025年第二季至第四季经调整EBITDA按年实现高单位数增长。该行予其美股目标价由42.5美元升至44美元，H股目标价由41.7港元升至43.2港元。
报告指，考虑到部分项目因私人房地产投资信托(REIT)和公募REIT发行而剥离报表，以及月服务收入(MSR)轻微下降，下调对其2025至2027财年经调整EBITDA预测约1%。另鉴于中国需求改善推动收入稳健增长，且海外产能和订单快速提升，重申“买入”评级。该行预料其2025年下半年计划发行的公募REIT可能成为潜在正面催化剂。(hc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-22 12:25。) (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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