-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將DLR未來12個月的目標股價上調40美元至230美元，預期本益比（P/FFO）為28.0倍，高於三年平均預期本益比21.9倍。我們將2026年的FFO預期上調0.24美元至8.20美元，並將2027年的FFO預期上調0.17美元至9.06美元。我們認為，鑑於人工智慧支出加速成長，以及管理階層在資料中心開發方面過往業績（收益率超過10%），再加上創紀錄的積壓訂單，DLR的溢價是合理的。 DLR持續受惠於人工智慧成長帶來的資料中心需求加速成長，其0-1MW資料中心季度新簽約額高達9,800萬美元，創歷史新高。已簽署但尚未開工的租賃合約總額達到創紀錄的18億美元，為2027-2028年的成長提供了清晰的前景。在建工程季增50%，達1.2GW，其中61%已預租，收益率高達11.4%。我們認為，DLR有望繼續受益於互聯互通和低延遲資料中心的需求，其核心營運資產組合的續租將獲得有利的價差。
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