【3 月 5 日,大和发表研报】渠道调研表明,万国数据今年首季从阿里获廊坊数据中心约 140 兆瓦订单,新订单占已使用容量约 15%,核心城市推理运算需求增长,预计推动 2026 年收入超预期,且在各企业加大云计算投资下,有望从其他互联网企业获更多新订单,把握今明两年行业需求增长趋势。该行还称,万国数据房地产投资信托基金(REIT)即将上市,将成熟资产注入 REIT 上市预计加快去杠杆及增设新融资...
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