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Is GDS Holdings Limited (GDS) the Top Stock to Buy According to 12 West Capital Management?
Bearish surprise! Hong Kong stocks in the AI Infrastructure Concept all plummeted. There are still disagreements in the market about whether computing power is excessive.
① The AI Infrastructure Concept in the Hong Kong stock market experienced a collective decline; what Bearish factors are currently fermenting? ② There is still disagreement in the market regarding whether computing power is excessive; in what specific aspects does this manifest?
After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.
① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.
Trump's Tariff Moves: Market Stabilization Amid Uncertainty and the Road Ahead
GDS Holdings' Earnings Call: Record Growth Amid Challenges
A Quick Look at Today's Ratings for GDS Holdings(GDS.US), With a Forecast Between $40 to $53
