万国数据(GDS.US)盘前涨3.09%，报32.38美元。消息面上，瑞银发研报指，由于GenAI需求前景持续以及踏入AI DC行业门槛更高，预期万国数据开发收益率将至少维持在14%或资本支出的7倍，直至EBITDA成熟。该行预料，万国数据的7倍开发成本将转化为高单位数百分比的无杠杆10年期内部收益率，这意味着在没有强劲执行力的情况下，净利润率较低，因此租金进一步下跌的空间有限。该行将其目标价由45美元上调至50美元，其评级为“买入”。(格隆汇)

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