美银证券发表研究报告，万国数据-SW(09698.HK) (GDS.US) 次季客户的迁移速度与第一季相似，预计受到早前签署的152兆瓦超大规模订单交付所推动，第三季至第四季的迁移速度可能会加快。
该行表示，其国际业务分支DayOne订单增长强劲，第二季新增承诺装置容量246兆瓦，其中包括来自泰国和芬兰的新订单。此外，DayOne第三季获得芬兰第二个站点。管理层认为，DayOne已提前实现其最初三年内承诺装置容量1吉瓦的目标，在未来几年内，每年新增承诺装置容量将达到300至500兆瓦。
美银证券表示，将公司在2026年至2027年调整后EBITDA预测下调2%，将其美股目标价由47.6美元上调至50.6美元，H股目标价由46.7港元升至49.7港元，重申其评级为“买入”。(ca/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-21 16:25。) (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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