金吾财讯 | 中金报告指出，万国数据(GDS)成功发行首单数据中心持有型不动产ABS(P-REIT)，标志其打通国内资本循环通道，可在不增加净负债情况下提升EBITDA增长潜力。该行维持"跑赢行业"评级，目标价从45美元上调至50美元。该行考虑海外资产出表影响，中金还原合并口径后维持2024年收入预测不变，上调经调整EBITDA预测1.5%至51.38亿元。2025年收入预测上调5.8%至147.7亿元，EBITDA预测上调2.7%至64.1亿元。新增2026年预测：国内收入131.43亿元，经调整EBITDA59.1亿元。该行认为公司上架率提升和区域扩张将支撑长期增长。
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