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大行評級|花旗:大幅上調萬國數據目標價至51.2美元 維持“買入”評級
格隆匯 02-24 15:29

花旗發表研究報告指,其渠道調查發現國內雲服務供應商的人工智能(AI)或數據中心相關的資本支出正在上升,認爲國內AI資本支出正處於初期的上升週期或競賽階段,認爲萬國數據雖然短期內未能通過有限的資本支出捕捉國內AI需求,但萬國數據在國內數據中心快速遷入的同時,隨着業務結構重組改善,對庫存去化和降低槓桿具有積極作用,認爲公司將受益於國內科技巨頭日益增加的海外數據中心部署需求。

花旗提出,巨大的估值折扣加上比起同業強勁的EBITDA增長,意味着萬國數據有空間可進一步重新評級,將公司目標價由25.1美元大升至51.2美元,維持“買入”評級。

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