金吾财讯出 | 万国数据(09698)早盘震荡扬升，截至发稿，涨6.27%，报28.8港元，成交额5622.1万港元。隔夜美股万国数据(GDS)高收7.2%，报29.25美元。海通国际发研报指，公司深耕IDC数据中心领域多年，并全力开拓海外数据中心市场，是中国IDC行业的领导厂商。该行认为，AI大模型的快速迭代，尤其是AI应用的实质性进展，将驱动全球智算中心加速建设，形成新一轮的高景气周期。
该行预计上市公司2024-2026年营业收入分别为115.50/113.56/124.91亿人民币，同比增长16.0%/-1.68%/10.0%；EBITDA分别为50.34/49.71/50.77亿人民币，同比增长8.87%/-1.26%/2.13%。另外，该行预估，GDSI2024-2026年营业收入分别为12.27/40.47/76.90亿元人民币；EBITDA分别为3.33/13.56/28.07亿元人民币。
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