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...
Source Link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...
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