GDS Holdings launched a new independent brand "DayOne" in its overseas Business Sector, opening a new chapter in Global development.
As the old year ends and the new year begins, on the first day of 2025, GDS Holdings officially launched a new independent brand, "DayOne," for its overseas Business Sector. By introducing this new brand, GDS Holdings will be better equipped to adapt to Global market changes, elevate its international Business to new heights, and create good synergy with its domestic Business, continuing to promote the efficient implementation of the company's "Dual-Engine Global Strategy." The Chairman and CEO of GDS Holdings, Huang Wei, stated: "The establishment of the new brand DayOne is of great historical and strategic significance for GDS Holdings, representing not only the beginning of a new chapter in the company’s development but also symbolizing the company’s commitment to a fresh approach."
U.S. stocks closed: The S&P and Nasdaq fell more than 1% for two consecutive days as the shadow of the debt ceiling looms.
① The three major indices of the US stock market continue to decline, with most tech giants weakening, and Chinese concept stocks generally closing lower; ② The issue of the USA debt ceiling is back on the table, pressuring market sentiment; ③ Ackman "promotes goods," leading to a surge in the stock prices of Fannie Mae and Freddie Mac; ④ Hesai Technology's Lidar delivery has reached a milestone.
GDS Holdings (09698) rose over 7% as Institutions pointed out that the demand for AI computing power is increasing, and the demand for Datacenters is growing in tandem.
Golden News | GDS Holdings (09698) has risen sharply, with a 7.04% increase to HKD 21.03 as of the time of this report, with a trading volume of HKD 22.5876 million. The "East Data West Computing" project, which started in 2022, has also achieved phased results. The construction of eight national hub nodes and ten datacenter clusters is steadily advancing. Among them, Shanghai's development in intelligent computing power is particularly rapid, and it is expected that by 2025, Shanghai's intelligent computing power scale will exceed 30 EFLOPS. China Securities Co., Ltd. stated that currently, with the rising demand for AI computing power, there have been positive changes on both the supply and demand ends domestically.
U.S. stock market fluctuation | The Datacenter is expected to accelerate construction and integration, GDS Holdings (GDS.US) rises over 3%.
On Friday, GDS Holdings (GDS.US) rose by over 3%, closing at $21.31.
China International Capital Corporation 2025 Telecommunication Services Outlook: 5G brings a fruitful spring and autumn, AIDC is ascending like the sun.
With the trend of industrial recovery further strengthened by AI, there is room for further enhancement of Sector valuations.
Hong Kong stocks fluctuation | GDS-SW (09698) rose over 5% in the afternoon as Datacenter capital expenditure rapidly increases and the Industry is expected to recover further.
GDS-SW (09698) rose over 5% in the afternoon. As of the time of writing, it has increased by 4.66%, trading at 20.2 Hong Kong dollars, with a transaction volume of 11.4191 million Hong Kong dollars.
CICC: The mainland telecom 5G is entering a return period, bullish on CHINA MOBILE (00941) and CHINA TELECOM (00728).
CICC stated that it is Bullish on CHINA MOBILE (00941) and CHINA TELECOM (00728) in Telecommunication Services. In the Datacenter sector, it is Bullish on GDS-SW (09698) and 21Vianet (VNET.US).
Express News | GDS Shares Are Trading Higher Following a Tuesday Report Suggesting the Company Is Considering an IPO of Its Data Center Assets in China
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Before the Federal Reserve's decision, the rally of U.S. stocks faltered, the Nasdaq said goodbye to record highs, the Dow fell for nine consecutive days, Broadcom dropped over 4%, Chinese concept stocks rebounded against the trend, and Bitcoin reached a
The Dow Jones has seen its first nine consecutive declines since 1978; NVIDIA has seen four consecutive declines, while Tesla has risen over 3% against the trend, hitting new highs for three consecutive days. Chinese concept stocks rebounded nearly 2%, with PDD Holdings rising nearly 3% and Bilibili increasing over 4%. Salaries in the United Kingdom have grown faster than expected, with two-year UK bond yields rising 10 basis points in one day. The USD has rebounded; the Canadian dollar has hit a more than four-year low since the pandemic; Bitcoin surged over $0.108 million during trading, hitting a new historical high for two consecutive days. Crude Oil Product has fallen for two consecutive days, with US oil dropping more than 2% at one point; Gold has hit a new low for the week.
In 2024, Hong Kong stocks: The Hang Seng Index reached a new high in nearly four years, and the net Inflow of southbound funds exceeded 700 billion.
① How does the overall trend of the Hong Kong stock market perform in 2024? ② What role does southbound capital play in the Hong Kong stock market in 2024? ③ What is the perspective of Institutions for 2025?
Exploring the "IDC + Energy Storage" model, GDS Holdings actively promotes green innovation and development of Datacenters.
Recently, GDS Holdings was recognized for its active practices and outstanding performance in the fields of environment, social responsibility, and governance, making it to the "Bloomberg Green Gold ESG 50" list for the third consecutive year by Business Week, and was awarded the title of "2025 Leading Enterprise," becoming the only data center company to be selected for three years in a row. As the first data center company in the country to propose the goal of achieving Carbon Neutrality in Operation and 100% utilization of Wind Power by 2030, GDS Holdings is steadily implementing new energy storage solutions. The GDS Holdings Shanghai datacenter energy storage project is located in the Shanghai GDS Holdings Datacenter Zone Six and Seven.
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Tonight, Chinese concepts soared! The nasdaq Golden Dragon index surged by 10%, while fangdd network doubled directly.
Some analysis indicates that the Political Bureau meeting first mentioned stabilizing the stock and real estate markets, and the US stock market quickly rallied on china assets. The 3x Long FTSE china etf surged over 26%, the 2x Long china internet plus-related stocks rose over 22%, the 2x Long FTSE china 50 ETF increased over 17%, and the 2x Long 300etf gained nearly 15%.
China Will Adopt a "Moderately Accommodative" Monetary Policy in the Next Year, The First Shift to Easing Since 2011
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