美股異動|萬國數據盤前漲超1% 獲多家大行看好
萬國數據(GDS.US)盤前漲1.14%,報36.43美元。消息面上,多家機構發研報看好萬國數據,其中:摩根士丹利指出,英偉達已正式提交在中國銷售H20 GPU的申請,預料將獲美國當局核發許可證,對中國數據中心行業而言屬重大利好消息,相信有助緩解中國超大規模雲服務商正面對的數據中心設備採購樽頸問題。大摩重申對萬國數據等股票的正面看法,並列萬國數據爲行業首選股。花旗認爲,若英偉達能成功向中國雲服務供應商銷售積壓的H20庫存,將爲世紀互聯及萬國數據的訂單、收入及EBITDA增長帶來上行空間。一旦H20許可及RTX6000D出貨落實,整個國內AI板塊估值有望獲重估,維持對萬國數據的“買入”評級,目標價爲51.2美元。而摩根大通此前亦將萬國數據評級從中性上調至增持,目標價從34美元上調至46美元。(格隆匯)

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.