通信基础设施年度展望-AI 与数据增长将在何处释放价值-Year-Ahead Outlook-Communications Infrastructure – Where Will AI and Data Growth Deliver
2025-12-05 06:35
December 4, 2025 04:07 AM GMT Year-Ahead Outlook | North America Communications Infrastructure – Where Will AI and Data Growth Deliver? | What's Changed | | | | --- | --- | --- | | American Tower Corp. (AMT.N) | From | To | | Price Target | $235.00 | $225.00 | | We forecast accelerating revenue growth across the coverage | | | | group. For the Data Centers, where we prefer OW EQIX, growth | | | | comes with ramping capital spending. For the Towers, where we | | | | prefer OW AMT, valuation is more favorable ...