Is Zuckerberg coming to save the market? Reports indicate that Meta is planning a giant Datacenter worth 200 billion dollars.
According to reports, Meta is in discussions to establish a new Datacenter campus. Depending on the required number of chips and Electrical Utilities demand, the project could exceed 200 billion dollars, potentially becoming the largest of its kind. This Datacenter may ultimately require a power supply of 5-7 gigawatts. In comparison, OpenAI plans to acquire 8 gigawatts of power for the "Stargate" project by 2030.
The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
Track the entire lifecycle of the main Sector.
[Brokerage Focus] CITIC SEC indicates that domestic cloud giants are accelerating AI development comprehensively, and leaders in AIDC are benefiting significantly.
Jinwu Financial News | CITIC SEC stated that AIDC is a heavy asset Rental & Leasing Services with a technology attribute. The initial Capex investment mainly includes land, data center input, as well as the purchase of Electrical Utilities and temperature control equipment. The operating costs primarily consist of depreciation and electricity fees. The initial construction of AIDC typically requires 1-3 years, while customer onboarding usually takes 6-18 months. Generally, reaching a 50% utilization rate is sufficient to achieve break-even. For leading manufacturers, IDC can achieve a gross margin of over 50% and a net margin of over 30% under a utilization rate exceeding 90%. Since 2024, the fundamentals of the Industry have significantly improved. On one hand, high-quality domestic
GDS Holdings Shares Fall After RBC Downgrade
Is GDS Holdings Limited (GDS) the Best Performing Data Center Stock So Far In 2025?
GDS Holdings Price Target Raised to $37.00/Share From $26.00 by RBC Capital
The "Technology Carnival" has become a strong catalyst, public funds are gathering to research Computer and high-end manufacturing. Who will be able to capture the next doubling stock?
① Numerous Fund companies are intensifying their research efforts on the Technology Sector, attempting to uncover future investment opportunities in the technology wave, with the Computer Industry companies being the most focused on; ② Several DeepSeek Concept stocks have doubled in price this year, and Institutions believe that technology stocks, particularly those related to DeepSeek, are expected to continue to perform strongly.
Hong Kong stock market barometer | Institutions say the Hang Seng Index is extremely overbought and needs adjustment. Short sellers in the market take the opportunity to short.
① Institutions state that the Hang Seng Index is extremely overbought and needs adjustment. Which Indicators have exceeded historical averages? ② Short sellers in the market seize the opportunity to short; how strong is the intensity of their actions?
Peering Into GDS Holdings's Recent Short Interest
RBC Downgrades GDS Holdings to Sector Perform From Outperform, Adjusts Price Target to $37 From $26
Ice and fire coexist! The Technology sector is "hot and spicy," with crowding reaching the ceiling, while these Sectors have fallen into a "cold winter."
①As of today, the total transaction amount of the TMT and Machinery Sector has exceeded 1 trillion for three consecutive days, accounting for over 50% of the market for fifteen consecutive days. ②In terms of valuation, the PE of the Machinery, Electronics, Steel, Computer, Building Materials, and other sectors are at historically high levels. ③The crowding level in the Wind Power, Ship Manufacturing, Textile and Apparel, Tourism and Scenic Spots, Air Transportation, Banks, Coal, Oil and Petrochemical, and Thermal Power sectors is moderate to low.
Similar to 2010, DeepSeek begins the "iPhone4" moment of AI.
SWHY believes that the current stage of AI industry development is very similar to the early days of the Penghua CSI Mobile Internet Index Fund(LOF)-A in 2010, and the emergence of DeepSeek technology has greatly increased the likelihood of AI applications being implemented, similar to the role that the iPhone 4 played in promoting mobile internet applications at that time.
Microsoft's "rental withdrawal" shakes the Technology chain: Can DeepSeek's open-source breakthrough offset the chill in the Hong Kong stock AI Sector?
① What impact does Microsoft's cancellation of datacenter leases have on Hong Kong stocks related to the DeepSeeK concept? ② How does DeepSeek's FlashMLA technology realize the potential of GPUs?
Hong Kong stock morning report | Alibaba will invest over 50 billion USD in AI over the next three years. JD.com will bear all costs of five social insurance and one housing fund for delivery riders.
① The draft of the Private Economy Promotion Law's second review proposes to add a provision that prohibits implementing fines without a legal basis. ② Tesla is reportedly preparing to update its Software in China to deploy the FSD feature, which will be launched in batches for different vehicle models. ③ Apple announced that it will invest 500 billion dollars in the U.S. to respond to the tariff threats from Trump. ④ JD.com Group: All costs related to the five insurances and one fund for delivery riders will be fully borne by JD.com.
Top Gap Ups and Downs on Monday: BABA, PDD, NKE and More
Nomura Adjusts GDS Holdings Price Target to $63 From $25, Maintains Buy Rating
Jefferies Downgrades GDS Holdings to Hold, Raises Price Target to $45
Express News | U.S.-Listed Shares of GDS Down 7.7% Premarket After Jefferies Downgrades to Hold From Buy
Why GDS Holdings Limited (GDS) Soared Last Week
Jefferies Downgrades GDS Holdings(GDS.US) to Hold Rating, Raises Target Price to $45