万国数据(GDS)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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GDS 万国数据

盘后交易 06-23 17:25:15 EDT

31.88

+0.17

+0.54%

盘后31.88

+0.000.00%

16:37 EDT

最高32.30	最低30.73	成交量235.57万
今开30.96	昨收31.71	日振幅4.95%
总市值63.88亿	流通市值36.66亿	总股本2.00亿
成交额7,509万	换手率2.05%	流通股本1.15亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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盘中下挫2.31%，最新报32.98美元，成交额1959.89万美元。消息面上，高盛发表研究报告指，对万国数据维持“买入”评级，但目标价下调至47港元，以反映今年第一季的季节性因素及国内芯片供应限制，实际产能扩张和客户入驻进度较预期慢，将拖累短期收入及EBITDA表现。花旗研报亦提到万国数据首季业绩在收入及客户入驻方面较预期疲弱。花旗将万国数据美股目标价由原来的51.2美元上调13%至58.1美元，维持“买入”评级。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250107/OWU4OGExOTI2NzgyMTc2NjE0.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OWU4OGExOTI2NzgyMTc2NjE0.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"301511","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1607","BK4614","BK4607","BK4588","BK1585","BK1134","BK4529","BK4531","BK4585","BK4526","GDS","BK4116","BK1588","BK4505","BK1575","BK4563","BK1613","09698"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1116841409","title":"异动解读｜万国数据盘中下跌5.1%，行业整体回调叠加一季报利润质量争议与巨额资本开支计划持续压制","url":"https://stock-news.laohu8.com/highlight/detail?id=1116841409","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1116841409?lang=zh_cn&edition=full","pubTime":"2026-06-10 23:51","pubTimestamp":1781106684,"startTime":"0","endTime":"0","summary":"6月10日，万国数据盘中下跌5.1%，报34.27美元/股，成交额3340.61万美元。此外，公司一季度26.52亿元净利润中超八成源于DayOne股权操作带来的21.36亿元一次性投资收益，剔除后核心业务收入增速仅为7.9%，利润质量争议持续发酵；叠加管理层重申未来三年300亿至500亿元巨额资本开支计划及经营性现金流缩水，市场对短期财务压力的担忧仍未消散，前日急涨后获利回吐压力加剧。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GDS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1173957975","title":"万国数据、世纪互联涨超8%，金山云涨超5%！高盛：下半年最看好云端与数据中心子行业","url":"https://stock-news.laohu8.com/highlight/detail?id=1173957975","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1173957975?lang=zh_cn&edition=full","pubTime":"2026-06-09 22:02","pubTimestamp":1781013722,"startTime":"0","endTime":"0","summary":"6月9日，$万国数据(GDS)$、$世纪互联(VNET)$涨超8%，$金山云(KC)$涨超5%！消息面上，高盛预测，到今年年底，中国每日Token用量将达到350兆(即到2026年12月，每月达10.5千万亿Token)。云端与数据中心子行业仍然是该行在2026年下半年最看好的领域。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1885afdf36f6bab2db4b65589e5ef5c9","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1518","09698","BK1531","KC","BK4563","BK1588","BK1104","BK4505","BK4588","DTCR","03896","BK1134","BK1517","BK1526","LU0348766576.USD","BK1585","VNET","BK1589","BK4531","BK4607","BK4116","BK4529","BK4585","HK0000165453.HKD","GDS","BK1613","HK0001040168.HKD","HK0001040143.USD","LU0348767384.USD","BK4614","BK4608","BK4526","BK1607","LU1046422090.SGD","BK1575","BK1586","BK4535","03888","BLOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642933504","title":"纳斯达克中国金龙指数涨超0.5%，万国数据涨6.80%","url":"https://stock-news.laohu8.com/highlight/detail?id=2642933504","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642933504?lang=zh_cn&edition=full","pubTime":"2026-06-09 21:34","pubTimestamp":1781012046,"startTime":"0","endTime":"0","summary":"纳斯达克中国金龙指数涨超0.5%，万国数据涨6.80%，康迪车业涨2.84%，新氧涨2.19%，京东涨1.99%，百度涨2.12%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606093765411641.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606093765411641.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1613","BK1607","BK4505","BK4585","09698","BK4529","BK4526","BK4531","BK4588","BK1134","GDS","BK1575","BK4116","BK4614","BK4607","BK1588","BK1585","BK4563"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1172338120","title":"高盛：云端与数据中心子行业仍为下半年最看好领域，荐阿里、万国数据、世纪互联、金山云","url":"https://stock-news.laohu8.com/highlight/detail?id=1172338120","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1172338120?lang=zh_cn&edition=full","pubTime":"2026-06-09 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16:17","pubTimestamp":1780993055,"startTime":"0","endTime":"0","summary":"6月9日，万国数据盘前上涨8.27%，报37.56美元/股，成交额38.28万美元。此前该股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%，近期连续下挫后迎来反弹。消息面上，IDC行业通过多层次REITs打通\"投建—运营—证券化—再投资\"闭环取得实质进展，截至5月行业公募及机构间REITs合计募资超150亿元，万国数据已基于智算中心资产发行公募REITs产品，有效回笼资金缓解重资产扩张压力，直击市场对经营性现金流承压的核心担忧。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GDS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642459115","title":"港股午评|恒生指数早盘跌0.15%     PCB概念股集体走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2642459115","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642459115?lang=zh_cn&edition=full","pubTime":"2026-06-09 12:00","pubTimestamp":1780977613,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数跌0.15%，跌36点，报24620点；恒生科技指数涨0.62%。港股早盘成交1557亿港元。腾讯控股涨超3%，据2026年6月8日消息，微信正式面向开发者提供接入微信AI生态的能力，开发者可在小程序管理后台主动授权接入。PCB概念股集体走高。万裕科技涨超27%，AI算力引爆电容需求，公司核心业务包括铝电解电容器等。集运股集体走低，集中出货接近尾声，市场关注集运运费涨价持续性。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1451831.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999000459.SGD","LU0143863198.USD","82800","LU0072462343.USD","IE00B067MR52.USD","LU0856984785.SGD","LU1725190679.HKD","SGXZ81514606.USD","03067","LU0348783662.USD","IE00B0JY6N72.USD","LU1196710864.SGD","83115","LU0011963245.USD","LU0543330566.HKD","LU0607220059.USD","LU0173614495.USD","BK1109","LU0865486749.SGD","LU1226288170.HKD","02178","LU0149534421.HKD","LU0823413660.USD","LU1226287792.SGD","LU1868837565.USD","HK0000320223.HKD","LU0070217475.USD","LU0231483743.USD","IE00BZ08YR35.GBP","LU0683595622.HKD","LU1733274473.HKD","02837","LU0164880469.USD","LU1023057109.AUD","IE00B12V2V27.USD","LU0862451753.SGD","LU2251237306.USD","07500","LU0501845795.SGD","SG9999004220.SGD","LU1064131003.USD","LU0080751232.USD","LU0708995583.HKD","LU0509642566.USD","LU0107464264.USD","LU0819123356.HKD","LU0029875118.USD","BK1516","LU0128522157.USD","LU0143863784.USD","LU1282651048.USD","IE00BF5LJ272.USD","LU0047713382.USD","BK1503","HK0001040168.HKD","03323","LU0797268264.HKD","09088","LU0823040885.USD","LU0823041008.USD","LU1226287529.USD","LU0348814723.USD","BK1531","LU2317271919.USD","LU2251237488.HKD","LU0594300419.USD","LU2351347302.SGD","SG9999014880.SGD","LU0345776255.USD","LU0541501648.USD","LU2362540622.SGD","LU0327786744.USD","LU1048596156.SGD","LU0499858602.USD","LU1235295612.USD","BK1134","LU0605514214.HKD","LU1328277881.USD","LU1804176565.USD","LU0320764755.SGD","LU0328353924.USD","HK0000352382.USD","LU0054450605.USD","LU0862451837.USD","LU0149721374.USD","LU1211504680.USD","LU0572939691.SGD","IE00BZ08YS42.EUR","HK0000914686.HKD","LU1813983027.USD","IE0003895053.USD","BK1588","LU2106854487.HKD","IE00B0169L03.USD","BK1575","LU0672654166.SGD","LU1046422090.SGD","SG9999015952.SGD","LU0051755006.USD","HHImain","SG9999015945.SGD","LU1718418525.SGD","LU1152091754.HKD","03417","LU1504937902.USD","LU0634319403.HKD","GDS","LU2148510915.USD","SG9999000327.SGD","LU1961090484.USD","HK0000352291.HKD","IE00B29SXG58.USD","LU0985320562.USD","LU0254981946.USD","02833","LU0211977185.USD","LU0456842615.SGD","LU0251144936.SGD","LU1734074674.USD","LU1831875114.USD","LU0871576103.HKD","IE0031814852.USD","LU0499858438.USD","LU0417516902.SGD","LU0786609619.USD","LU0633140727.USD","LU1770036033.HKD","03037","BK1586","LU0261950983.USD","LU1808992512.USD","07226","LU0048580855.USD","BK1589","LU1720050803.USD","BK1609","LU0828238088.HKD","00148","SG9999014898.SGD","LU0651946864.USD","001389","LU0784639295.USD","03033","LU2226246903.HKD","LU0348816934.USD","LU0531971595.HKD","LU1868838027.USD","LU0072913022.USD","LU0084288322.USD","LU0264606111.USD","IE0032431581.USD","LU2476274308.USD","03423","LU0244354667.USD","LU1051768304.USD","LU2293587155.HKD","LU1051769294.HKD","LU0164865239.USD","LU0054237671.USD","SG9999002562.SGD","IE0008368411.USD","LU1568876335.HKD","LU0359202008.SGD","LU0918141887.USD","LU0651947912.USD","LU0211331839.USD","LU0106959298.USD","LU0067412154.USD","LU1064130708.USD","SG9999013353.USD","LU0675040207.SGD","SG9999001226.SGD","IE0034224299.USD","LU0823038988.USD","IE0009570106.USD","IE00BYTNYN87.SGD","LU0029874905.USD","LU0370786039.SGD","HK0000306701.USD","IE00BPRC5H50.USD","BK1523","GB00BDT5M118.USD","LU0203347892.USD","LU1917777945.USD","CBUMY","LU2133065610.SGD","IE0008368742.USD","LU1102505762.USD","LU0210526637.USD","01989","00316","HSI","SG9999006514.SGD","LU1226288253.USD","BK1615","LU0345775950.USD","LU0828237510.HKD","LU0106252389.USD","LU0132412106.USD","01888","LU1629966141.USD","LU1642822792.SGD","LU1316542783.SGD","LU2399975544.HKD","LU0315178854.USD","LU2045819591.USD","601869","IE00BQXX3D17.EUR","SG9999001903.USD","LU1102505929.USD","LU1807302812.USD","LU0577902538.SGD","LU2265009873.SGD","SG9999017495.SGD","LU0269904917.USD","SG9999006597.SGD","IE00BYQNZ168.SGD","LU2294711473.HKD","LU0181495838.USD","LU0140636845.USD","SGXZ90724238.SGD","LU1655091459.SGD","IE00B97KM107.HKD","LU0540923850.HKD","BK1103","BK1529","LU0488056044.USD","09115","IE00B543WZ88.USD","LU2237443465.HKD","LU0348825331.USD","LU1733274390.USD","LU2087589342.USD","LU1224709979.USD","LU0456846285.SGD","HTCD.SI","LU0348805143.USD","SG9999001069.SGD","LU0873338254.USD","LU2778985437.USD","LU0456827905.SGD","LU0516422366.SGD","LU0577902298.EUR","LU1282648689.USD","LU0345769128.USD","IE00BQXX3C00.GBP"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23:11","pubTimestamp":1780672286,"startTime":"0","endTime":"0","summary":"6月5日，万国数据盘中下跌5.23%，报34.1美元/股，成交额1653.59万美元。此外，公司一季报利润质量争议持续发酵，26.52亿元净利润中超八成源于DayOne股权操作带来的21.36亿元一次性投资收益，剔除后核心业务收入增速仅为7.9%；叠加管理层重申未来三年300亿至500亿元巨额资本开支计划及经营性现金流承压，市场对短期财务压力的担忧仍未消散，前期修复行情面临获利回吐压力。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GDS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1106004934","title":"异动解读｜万国数据盘中下跌5.42%，行业整体回调叠加利润质量争议与巨额资本开支持续施压","url":"https://stock-news.laohu8.com/highlight/detail?id=1106004934","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1106004934?lang=zh_cn&edition=full","pubTime":"2026-06-03 22:16","pubTimestamp":1780496179,"startTime":"0","endTime":"0","summary":"6月3日，万国数据盘中下跌5.42%，报35.06美元/股，成交额1239.49万美元。消息面上，互联网服务与基础架构行业整体承压，CoreWeave跌5.83%、Snowflake跌4.8%、Cloudflare跌3.21%，板块联动拖累个股。此外，公司此前一季报利润质量争议持续发酵——净利润中超八成源于一次性投资收益，剔除后核心收入仅增长7.9%；叠加未来三年300亿至500亿元巨额资本开支计划及经营性现金流承压，市场对短期财务压力的担忧仍未消散，前期修复行情面临获利回吐压力。（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。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GDS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1157269832","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=1157269832","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1157269832?lang=zh_cn&edition=full","pubTime":"2026-06-02 22:53","pubTimestamp":1780411984,"startTime":"0","endTime":"0","summary":"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。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GDS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638068801","title":"万国数据-SW（09698）：锚定AI基建超级周期，高确定性数据中心平台望价值重估","url":"https://stock-news.laohu8.com/highlight/detail?id=2638068801","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638068801?lang=zh_cn&edition=full","pubTime":"2026-05-27 20:55","pubTimestamp":1779886508,"startTime":"0","endTime":"0","summary":"国内领先的数据中心平台万国数据-SW凭借资金储备、客户订单、资源布局、交付运营四大核心壁垒，成为本轮AI基建爆发周期中确定性最高的受益标的之一。一季度，万国数据新增净签约200MW，创单季历史新高。AI基建长周期开启 强者恒强格局确立未来数年，数据中心将进入扩容期，行业增长红利将加速向具备综合竞争优势的头部平台集中，中小厂商的生存空间将进一步收窄，这一趋势将放大万国数据的核心竞争力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1446844.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["GB00BDT5M118.USD","BK1607","LU2401740654.USD","SW","CHAT","BK4607","LU2380233275.USD","LU0612318385.USD","BK4563","LU2360106947.USD","LU2092937221.SGD","AGIX","BLOK","LU0575583348.USD","LU2041044095.USD","LU0385154629.USD","LU2360108059.USD","LU1920062954.HKD","GDS","BK1134","LU0997587240.USD","LU0048578792.EUR","BK4526","LU1015430645.USD","LU1892829315.USD","LU0471298777.SGD","BK4505","LU0471298694.HKD","BK4136","AIPO","BK4116","BK4588","BK4614","LU0997586606.USD","LU1989763427.SGD","ARTY","DTCR","BK4529","LU1119994140.HKD","BK1613","LU1803068623.USD","LU2242646821.SGD","BK1575","BK1588","LU1989763690.USD","LU2242646235.USD","LU1920063259.USD","LU0612318971.USD","09698","LU1863844665.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637531459","title":"万国数据(GDS)盘前跌4.4% 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股价连日大幅下挫，盘前报33.6美元，跌4.4%。公司当期实现营收33.67亿元，同比增长23.6%，净利润同比飙升247.1%，单季净利润率高达78.8%。公司通过处置旗下DayOne相关普通股，确认21.36亿元投资收益，占据一季度利润八成以上，剔除该笔收益后，公司真实经营利润仅6亿元左右。国内IDC行业供给过剩态势凸显，行业上架率、毛利率持续下行，价格战常态化。同时公司经营性现金流大幅缩水，盈利质量进一步走弱。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250107/YzZhYTk2ZjUwYWIwODUzYmVlYzUyNzEyODcxMjIyNA==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YzZhYTk2ZjUwYWIwODUzYmVlYzUyNzEyODcxMjIyNA==.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300746","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GDS","09698"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1172056301","title":"异动解读 | 盈利质量遭质疑，万国数据盘前大跌5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1172056301","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1172056301?lang=zh_cn&edition=full","pubTime":"2026-05-22 17:48","pubTimestamp":1779443323,"startTime":"0","endTime":"0","summary":"万国数据今日盘前股价大跌5.01%，引发了市场关注。剔除这笔一次性收益后，公司一季度净利润实际同比大幅下滑48.1%，引发了市场对其核心盈利能力和财报质量的担忧。与此同时，麦格理发布报告，虽然重申对万国数据的“跑赢大市”评级，但将其H股目标价从57.1港元下调4%至54.6港元，并下调了今明两年的每股盈利预测。尽管报告也肯定了公司受AI需求带动的强劲签约量，但目标价的下调可能进一步影响了投资者的短期情绪。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["GDS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637391314","title":"大行评级丨麦格理：下调万国数据H股目标价至54.6港元，重申“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2637391314","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637391314?lang=zh_cn&edition=full","pubTime":"2026-05-22 15:47","pubTimestamp":1779436022,"startTime":"0","endTime":"0","summary":"麦格理发表报告指，万国数据首季业绩远胜预期，主要受到超大型云端厂商加速进驻，以及对高效能AI数据中心资源需求激增所带动。净新增签约量达到约200MW，创下单季历史新高，全年有望顺利超越500MW的新增签约目标。该行重申对其“跑赢大市”评级，因强劲的手头订单提高了2027年及未来的营收能见度；将万国数据今明两年每股盈利预测分别从0.19元及0.23元，下调至0.10元及0.21元，预计强劲的签约量将自2027年底开始反映在盈利上，H股目标价从57.1港元下调4%至54.6港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260522/32246735.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["EWH","GDS","09698"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162074689","title":"异动解读 | 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21:38","pubTimestamp":1779370698,"startTime":"0","endTime":"0","summary":"万国数据今日盘中大跌5.46%，引起了市场的广泛关注。剔除一次性项目后，公司核心净收入同比增长仅为7.9%，反映其主营业务增长实际上较为平缓。高盛等机构在报告中指出这些因素导致了公司业绩公布后股价表现较弱。不过，高盛同时维持对万国数据的“买入”评级，并指出公司今年以来销售势头强劲，已获得大量新订单，增强了财务灵活性，对未来前景感到鼓舞。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["GDS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637262383","title":"港股全日高开低走 恒科指数收盘跌超2% 百度集团-SW(09888)挫逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2637262383","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637262383?lang=zh_cn&edition=full","pubTime":"2026-05-21 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