野村研究报告指，万国数据-SW(09698.HK) (GDS.US) 次季收入按年升12%至29亿元人民币，主要受客户持续迁入势头及月均服务收入(MSR)按年微跌所带动。经调整EBITDA按年增长11%，利润率微降0.5个百分点至47.3%。
该行料集团下半年表现相对平淡，来自云服务供应商(CSP)客户的超大规模AI订单能见度较低。基于次季月均服务收入好过预期，该行将全年经调整EBITDA预测微升1%，料今年第三及第四季经调整EBITDA将分别按年升8%及6%。
同时，计及C-REIT项目剥离的影响，将2026至27年经调整EBITDA预测下调2.9%至3.1%。重申“买入”评级，目标价由36.8美元上调至41.5美元。(ss/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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