《大行》 大和:升万国数据(09698.HK)目标价至47元 对下半年及明年年EBITDA更乐观

阿斯达克财经
Aug 22, 2025

大和研究报告指出,万国数据-SW(09698.HK) 今年第二季调整后EBITDA高于共识预估2.6%。虽然公司维持2025年EBITDA指引,但该行对其2025年下半年及2026年EBITDA更为乐观,因公司计划在2025年下半年交付35%的积压订单。随着海外业务DayOne计划进行C轮融资,大和预计其估值将显著提升,这将在未来数月推动公司的重估。大和又认为,更重要的是,若万国数据(GDS.US...

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