异动解读｜万国数据盘中上涨5.14%，多家大行维持买入评级叠加强劲订单数据延续修复行情

行情直击06-02 22:53

6月2日，万国数据盘中上涨5.14%，报37.335美元/股，成交额3193.03万美元。

消息面上，该股此前因一季报利润质量争议及未来三年300亿至500亿元巨额资本开支计划累计回调逾15%，当前在多重积极因素推动下延续修复行情。麦格理重申"跑赢大市"评级，H股目标价54.6港元；高盛维持"买入"评级，目标价54港元；中信证券上调目标价至50港元，三家目标价较此前股价均有约50%-60%上行空间。基本面方面，公司一季度新签订单IT电力达346MW，超过上一财年全年水平，新增净签约200MW创单季历史新高，AI算力基础设施需求景气度持续攀升支撑估值修复逻辑。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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