麦格理发表研究报告,预计在芯片可见度提升和需求激增的推动下,领先的超大规模资料中心营运商将在2026财年加速推进网络资本支出部署。该行指,针对相关的训练和推理均逐渐增长。该行认为,万国数据-SW(09698.HK) 也已做好准备,凭借其不断提升的可见度,掌握未来多年的AIDC增长周期。该行指,将公司今年及明年每股盈利预测上调至1.7元人民币及9.5元人民币,其目标价由61.1元下调至57.1元,其...
Source Link麦格理发表研究报告,预计在芯片可见度提升和需求激增的推动下,领先的超大规模资料中心营运商将在2026财年加速推进网络资本支出部署。该行指,针对相关的训练和推理均逐渐增长。该行认为,万国数据-SW(09698.HK) 也已做好准备,凭借其不断提升的可见度,掌握未来多年的AIDC增长周期。该行指,将公司今年及明年每股盈利预测上调至1.7元人民币及9.5元人民币,其目标价由61.1元下调至57.1元,其...
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