金吾财讯 | 万国数据(GDS)盘中下挫2.31%，最新报32.98美元，成交额1959.89万美元。消息面上，高盛发表研究报告指，对万国数据维持“买入”评级，但目标价下调至47港元，以反映今年第一季的季节性因素及国内芯片供应限制，实际产能扩张和客户入驻进度较预期慢，将拖累短期收入及EBITDA表现。花旗研报亦提到万国数据首季业绩在收入及客户入驻方面较预期疲弱。不过，该行认为，尽管近期沽空报告引发关注，这只股票基本面强劲、商业指标稳健，且在AI时代拥有战略性定位，支持正面展望。经历近期股价回落后，市场预期已大致重置，相信这提供了良好的入市机会，特别是看好下半年国产芯片放量在即。花旗将万国数据美股目标价由原来的51.2美元上调13%至58.1美元，维持“买入”评级。
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