金吾财讯 | 万国数据(GDS)盘前涨超1%，截至发稿，报41.3美元。美银发布研报称，由于中国数据中心需求前景改善，加上国产AI芯片采用速度加快，上调万国数据美股目标价则由50.6美元升至53.8美元，投资评级维持“买入”。该行表示，阿里巴巴最近在2025年阿里云栖大会上表示，其代币消耗量每2至3个月就会翻倍，反映AI工作负载上升。此外，阿里巴巴将在未来3年增加超过3800亿元人民币的AI及云计算投资。报告亦指出，国产芯片进度良好，以支持数据中心订单增长。基于以上因素，美银上调万国数据2026至27年经调整EBITDA预测1%至3%。
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