金吾财讯 | 万国数据(GDS)盘前涨超7%，截至发稿，报40.500美元。消息面上，国家发展改革委近日发布《关于进一步做好基础设施领域不动产投资信托基金（REITs）常态化申报推荐工作的通知》，从推动市场扩围扩容、积极支持扩募、做好项目把关等方面出台具体举措。富瑞表示，新上市REIT可在IPO后六个月申请资产注入，这意味着任何收购可加速。这对万国数据和世纪互联均有增量正面影响。华泰证券此前发布研报称，万国数据出席策略会分享了投资者关心的问题。核心亮点包括：国内数据中心业务上架率持续提升，新签订单增加；数据中心行业正处在供需好转的周期中；DayOne积极在欧洲、东南亚区域落地新项目，有望实现“3年内签约1GW容量”的目标；成功发行国内首批数据中心REITS项目，获得市场高度关注，体现了资本市场对优质数字基建资产的认可。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.