高盛发表报告指出,万国数据-SW(09698.HK) 第二季订单表现强劲,管理层在业绩会议上提到人工智能及非人工智能需求健康,将增强未来几年EBITDA的可见性。该行预计,随着订单转化为收入及EBITDA(通常订单签订至损益确认有12至18个月滞后),盈利增长加速趋势将在2027年下半年及以后越趋明显。该行估算,万国数据中国业务2027年及2028年经调整EBITDA按年增长分别为8%及19%(...
Source Link高盛发表报告指出,万国数据-SW(09698.HK) 第二季订单表现强劲,管理层在业绩会议上提到人工智能及非人工智能需求健康,将增强未来几年EBITDA的可见性。该行预计,随着订单转化为收入及EBITDA(通常订单签订至损益确认有12至18个月滞后),盈利增长加速趋势将在2027年下半年及以后越趋明显。该行估算,万国数据中国业务2027年及2028年经调整EBITDA按年增长分别为8%及19%(...
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