万国数据：获阿里新订单目标价调至 46 港元

和讯网2025-03-05

【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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万国数据：获阿里新订单 目标价调至 46 港元

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万国数据：获阿里新订单目标价调至 46 港元