万国数据管理层称,此前签署的152MW超大规模订单预计将推动2025年下半年客户入驻速度显著加快,尽管芯片供应存在不确定性,但对未来今年AI推理需求充满信心。 8月21日,据追风交易台消息,美银美林在最新研报中称,万国数据2025年二季度电话会传递出积极信号,管理层预计预计2025年下半年客户入驻步伐将明显加快,主要受惠于此前签订的152MW超大规模订单交付,这将直接转化为收入增长。 美银美林称,...
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