Morgan Stanley maintains "Overweight" rating on GDS, positive outlook on DayOne expansion

阿斯達克財經網
2025.11.11 06:33

大摩發表報告指，萬國數據 (GDS.US) 持股 35.6% 的全球數據中心營運商 DayOne 宣佈打造泰國首座 1GW 數據中心園區。該計劃包含擴建春武裏 1 園區及毗鄰土地，將供電容量提升至 300MW，並與 Amata 集團簽署春武裏 2 園區合作備忘錄。DayOne 同時簽署可再生能源協議，將引進太陽能供電。

大摩對 DayOne 擴張計劃持積極態度，相關合約料將帶來額外動能。近期發展顯示 DayOne 增長潛力可期。維持萬國數據「增持」評級，目標價 54 美元。根據該行對 DayOne 每股美國存託憑證估值 14 美元的估算，其中國業務隱含估值為 2026 年預期企業價值/息税折舊攤銷前利潤 (EV/EBITDA) 9 倍。

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