美股異動|萬國數據盤前續跌超2.3% 今年資本開支指引低於預期+瑞銀下調目標價
萬國數據(GDS.US)盤前續跌超2.3%,報29.9美元。該股昨日大跌近14%。
消息面上,萬國數據2024年總淨收入錄得103.22億,同比增長5.5%;純利34.25億元,相較上一年度虧損42.9億元扭虧爲盈。另外,公司公佈今年資本開支指引達43億元,低於市場預期介乎50億至80億元,以及同業世紀互聯指引介乎100億至120億元。管理層相信,在AI推理需求下需求展望強勁,惟期望等待晶片供應情況變得明朗後,才接受更多訂單。
瑞銀髮布研報指,投資者需時重建對中國人工智能週期的信心,將萬國數據的目標價由66美元下調至58美元,評級爲“買入”,降今明兩年經調整EBITDA預測各2%。(格隆匯)

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