大和发表报告指出,在马来西亚的强劲需求下,该行对万国数据的明年收入增长看法更为正面。此外,该行认为在内地以外营运 数据中心 GDSI的外部融资将释放股东价值。然而,随着GDSI将于今年第四季从万国数据的合并报表中剥离,该行相信万国数据的短期重评仍将主要依赖其内地业务表现,因此目前仍维持观望态度。该行维持对万国数据的“持有”评级,目标价由8.6港元上调至20港元。该行考虑到万国数据2025至2026...
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