【野村大升万国数据目标价至63美元 DeepSeek助力IDC市场重返黄金时代】金十数据2月24日讯，野村的研究报告指，将万国数据(GDS.US)目标价由25美元大幅调升至63美元，重申买入评级，并指DeepSeek助力互联网数据中心(IDC)市场重返黄金时代。该行目前料公司今明两年的收入增长分别9%及13%，经调整EBITDA增长分别9%及14%。该行指，随DeepSeek技术带来的较低计算能力需求和更高效率，预计内地的人工智能(AI)基建将进一步加速，以满足不断增长的需求，特别是在未来2至3年内。由于万国数据在一线城市拥有高质量的土地和电力资源，预计其将受益于市场即将到来的强劲需求浪潮，其增量净利用面积可能会增至2020年至2021年高位。此外，阿里巴巴(09988.HK)管理层在最近季度业绩会议上提到，计划在未来三年内增加资本支出，认为阿里巴巴是万国数据最大的单一客户，预期万国数据将成为主要受益者之一。
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