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Daiwa: Maintains GDS-SW (09698) "Buy" rating and raises Target Price to 46 HKD.
The bank is confident that with the commitment of various enterprises to increase investment in Cloud Computing, GDS Holdings will have the opportunity to obtain more new Orders from Other Internet companies, seizing the growth trend of industry demand in the coming years.
This news has sparked a surge in the Datacenter sector, with GDS Holdings leading the market with a rise of over 13%.
① How will Alibaba's investment of over 380 billion yuan in cloud and AI infrastructure reshape the competitive landscape of the Datacenter Industry in China? ② UBS Group pointed out that the valuation of Chinese IDC operators is underestimated. What expectations does this valuation gap reflect about the IDC Industry in China?
China Reform Securities looks forward to the Internet opportunities in 2025: Bullish on the value reassessment of Alibaba Cloud and the reshaping of Tencent's application ecosystem.
Huachuang Securities released a Research Report stating that if the industry reshaping brought by open-source large models is similar to that of the USA in 2023, the first insight may be that cloud revenue, subscription revenue, and advertising revenue are the areas most likely to materialize in the first phase. Understanding the business model of M7 can help identify the most worthwhile investment directions in this round. The second insight may be that the investment value of weighted stocks this year will be strengthened, unlike the previous two years where the dominant logic was fully reflected. Internet giants like Alibaba (09988) and Tencent (00700) may show similar allocation value. The main points of Huachuang Securities are as follows: Review: Since 2023.
Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions
Express News | China Says to Promote Integrated Advancements in Technological and Industrial Innovation - Official Report
Xiao K Broadcast Morning News | The world's first humanoid robot marathon is about to be held, with Alibaba cloud and AI vendor investigations taking place in Hangzhou.
① The Ministry of Commerce: Initiated an anti-circumvention investigation on imported optical fiber products originating from the USA; ② The Xuan Tie RISC-V Ecosystem Conference was held; ③ The Doubao large model team open-sourced the benchmark test set SuperGPQA.
