《大行》美银证券升万国数据(09698.HK)目标价至43.2元 重申“买入”

阿斯达克财经
May 22, 2025

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...

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