GDS Holdings News

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.

wallstreetcn21:00 ET

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.

cls.cn20:22 ET

[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

Jinwu Finance News19:43 ET

GDS Holdings Shares Fall After RBC Downgrade

MT Newswires14:18 ET

Is GDS Holdings Limited (GDS) the Best Performing Data Center Stock So Far In 2025?

Yahoo Finance13:19 ET

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.

cls.cnFeb 25 08:58 ET

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?

cls.cnFeb 25 08:32 ET

Peering Into GDS Holdings's Recent Short Interest

BenzingaFeb 25 08:15 ET

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.

cls.cnFeb 25 04:53 ET

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.

wallstreetcnFeb 25 04:10 ET

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?

cls.cnFeb 24 21:33 ET

Top Gap Ups and Downs on Monday: BABA, PDD, NKE and More

Moomoo NewsFeb 24 18:00 ET · Markets

Nomura Adjusts GDS Holdings Price Target to $63 From $25, Maintains Buy Rating

MT NewswiresFeb 24 07:05 ET · Ratings

Jefferies Downgrades GDS Holdings to Hold, Raises Price Target to $45

BenzingaFeb 24 05:28 ET · Ratings

Express News | U.S.-Listed Shares of GDS Down 7.7% Premarket After Jefferies Downgrades to Hold From Buy

ReutersFeb 24 05:13 ET

Why GDS Holdings Limited (GDS) Soared Last Week

Yahoo FinanceFeb 24 00:46 ET

Jefferies Downgrades GDS Holdings(GDS.US) to Hold Rating, Raises Target Price to $45

Moomoo NewsFeb 23 21:31 ET · Ratings

Technology stocks continue to soar, and the dual-main line market of DeepSeek and Siasun Robot&Automation is expected to persist.

Track the entire lifecycle of the main Sector.

cls.cnFeb 23 20:26 ET

Pony AI, Celsius And WeRide Are Among Top 9 Mid Cap Gainers Last Week (Feb 17-Feb 21): Are The Others In Your Portfolio?

BenzingaFeb 23 12:15 ET

Express News | Shares of Companies in the Broader Technology Sector Are Trading Lower Amid Overall Market Weakness on US Consumer and Economic Concerns

BenzingaFeb 21 15:33 ET