智通财经APP获悉，中信证券发布研报称，继续维持万国数据-SW(09698,GDS.US)“买入”评级，综合整体法和分部估值法两种估值方式，给予公司46美元/ADS目标价，对应港股目标价46港元/股。该行称，AI算力需求加速释放，阿里、字节等互联网巨头加大资本开支，推动IDC行业进入新增长周期，万国数据凭借充足的供给储备和扩张能力充分受益。
该行预计随着需求落地、上架率提升，公司盈利能力有望改善，短期看，公司库存去化加速，在建项目交付支撑业绩兑现；长期看，在能评预期受限背景下，公司有望凭借优质土地储备占据行业扩张优势。海外业务稳步推进，2025年公司预计完成出表，但仍贡献长期增量。
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