《大行》摩通升万国数据(GDS.US)至“增持”评级 料H20恢复供应支持中国数据中心发展

阿斯达克财经
Jul 16, 2025

摩根大通发表研究报告指,英伟达(NVDA.US)  将获得美国政府许可,能恢复向中国销售H20芯片,预期可为中国数据中心行业发展提供上行空间,因此将万国数据(09698.HK) (GDS.HK)的投资评级从“中性”上调至“增持”,对其美股目标价由34美元升至46美元。摩通指出,万国数据一线云服务供应商客户对AI推理运算的需求仍然强劲,预期中国业务收入增长将持续。而国际业务方面,虽然近期马来西亚等地...

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