美国数据中心运营商万国数据(GDS)周四盘前大涨10.74%,主要受惠于市场热捧AI概念,预期AI热潮将显着推升对数据中心的需求。
消息面上,机构看好万国数据目前在AI时代的发展前景。大和证券认为,公司旗下DeepSeek业务定价已趋稳定,相信公司收入可能在未来一两年内触底反弹。
另外,万国数据有望在境内外进一步扩张业务,其筹划的国际业务部门IPO上市、房地产投资信托基金上市计划、纳入港股通等一系列动作,也被视为股价的催化剂。
与此同时,行业分析师也指出,在DeepSeek引领下,AI应用推广的深度和广度将不断加强,应用侧流量及推理算力需求将会强劲增长,预期国内现存数据中心空置率有望持续下降。作为中国第三方数据中心领导者,业内认为万国数据将从行业需求释放中显著获益,预期公司业绩和估值将持续向好。
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