智通财经APP获悉，大和发布研究报告称，将万国数据-SW(09698)评级由“持有”升至“买入”，H股目标价由20港元大升至39港元。该行将其对公司2024年至2026年各年EBITDA预测上调1%至4%，以考虑月度服务收入的改善。
该行相信，DeepSeek的推出对万国数据是个拐点，因为定价现已稳定下来，相信万国数据的月度服务收入可能会在一至两年内触底反弹。旗下国际业务GDSI筹划IPO、进一步国际扩张的公告、房地产投资信托基金(REIT)的上市，以及纳入港股通计划都是股价的催化剂。根据该行估算，其过去六个月的总成交额达到60亿元，倘万国数据将主要上市地点更改为香港后，有资格被纳入港股通计划。这将为股票带来更多资金流入。
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