金吾财讯 | 万国数据(GDS)盘前跌超1%，截至发稿，报29.79美元。消息面上，美银证券发表研究报告指，万国数据管理层在业绩会议上透露表示，受超大规模订单交付所带动，第三季客户入驻加快，内生增长总面积达2.3万平方米，预期第四季将保持相若水平。公司目前预期2026财年每平方米服务收入将按年下降3%至4%，主要受到合约续签定价下调以及新订单稀释效应的影响，但该行指出，计及数据中心建设成本下降，预期新项目的内部回报率仍保持韧性，并看好AI需求将推动2026年订单强劲增长。该机构将万国数据2025年每股盈利预测由4.13元人民币上调至10.82元人民币。同时，因应预期服务收入下降，该行亦将2026至2027年经调整EBITDA预测下调2%至4%，港股目标价由52.8港元降至49.1港元，美股目标价由53.8美元下调至50美元，重申“买入”评级。
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