万国数据(GDS)在美股盘后交易中大涨近6%,引发市场关注。这主要受到分析师看好AI大模型发展带动全球智算中心需求的利好消息影响。
华泰证券在最新研报中指出,AI应用推广的深度和广度有望进一步加强,应用侧更加繁荣,将带动流量及推理算力需求强劲增长。在此背景下,国内存量数据中心空置率有望进一步下降,供需格局好转。
作为国内第三方数据中心龙头企业,万国数据在核心地区拥有充足的机柜资源储备。华泰证券看好公司国内IDC业务后续的估值提升及业绩改善机遇,预计公司2024至2026年各年收入分别为115.6亿、132亿及150.3亿元,EBITDA分别料50.46亿、58.56亿及68.48亿元。该行将万国数据2025年企业价值对EBITDA目标估值倍数由13倍上调至15倍,目标价由26.4港元上调至34.66港元,维持"买入"评级。
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