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GDS Holdings (GDS) Set to Benefit From China's $100B AI Infrastructure Expansion
Technology stocks are experiencing a crazy "roller coaster", and Xiaomi's stock price is in great turmoil! Lei Jun briefly became the new richest person in China.
The alarm for overheating in technology stocks has sounded.
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
. that got some attention