万国数据(GDS.US)盘前跌超1.5%,报33美元。消息面上,摩根大通发表研究报告指,万国数据第三季业绩大致符合该行预期,当中包括分拆数据中心予C-REIT而录得的一次性收益。管理层预期2026年表现将面临阻力,因新增订单表现自今年次季起弱过预期,而且随着现有合同续约,月服务收入(MSR)或进一步下跌。该行将万国数据美股目标价由46美元下调至40美元,仍维持“增持”评级。(格隆汇)
万国数据(GDS.US)盘前跌超1.5%,报33美元。消息面上,摩根大通发表研究报告指,万国数据第三季业绩大致符合该行预期,当中包括分拆数据中心予C-REIT而录得的一次性收益。管理层预期2026年表现将面临阻力,因新增订单表现自今年次季起弱过预期,而且随着现有合同续约,月服务收入(MSR)或进一步下跌。该行将万国数据美股目标价由46美元下调至40美元,仍维持“增持”评级。(格隆汇)
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