《大行》麦格理降万国数据(09698.HK)目标价至54.6元 盈利展望仍稳健

阿斯达克财经
May 22

麦格理报告指,万国数据-SW(09698.HK) 首季业绩远胜预期,主要受到超大型云端厂商加速进驻,以及对高效能AI数据中心资源需求激增所带动。净新增签约量达到约200MW,创下单季历史新高,全年有望顺利超越500MW的新增签约目标。重申“跑赢大市”评级,因强劲的手头订单提高了2027年及未来的营收能见度。该移将万国数据今明两年的每股盈利预测分别从0.19元及0.23元人民币,下调至0.10元及...

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