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Why VNET Group, Inc. (VNET) Is Skyrocketing Now
Guosen: The AIDC cycle has arrived, and various manufacturers are competing for market share.
AI is rapidly developing, and IDC has entered a new round of development cycle.
Morgan Stanley: Among the three major telecom operators, CHINA TELECOM is the preferred one, and the rating for CHINA TOWER has been upgraded to "Shareholding".
Morgan Stanley released a research report stating that it remains bullish on domestic telecom operators maintaining their dividends, while also expecting the industry to benefit from reduced capital expenditure after the 5G cycle and potential improvements in operating capital conditions. Compared to telecom operators, Morgan Stanley is more optimistic about the development of Datacenter and tower companies in the Chinese market. Currently, Morgan Stanley's preference ranking for the three major telecom operators is CHINA TELECOM (00728), China United Network Communications (00762), and CHINA MOBILE (00941), all receiving a 'Shareholding' rating. The bank predicts that this year's growth rate of service revenue in the domestic telecom industry will slightly rebound to 3.2%, compared to 2.7% in 2024, but still.
These 4 Measures Indicate That VNET Group (NASDAQ:VNET) Is Using Debt In A Risky Way
Morgan Stanley: Maintains "Shareholding" rating on 21Vianet (VNET.US) with a Target Price of $5.80.
Morgan Stanley: Maintains a "Shareholding" rating on 21Vianet.
U.S. stocks closed: the S&P and Nasdaq recorded five consecutive daily losses while Small Cap stocks saw a surge in speculative trading.
① The three major Index opened high but closed low, with the S&P and Nasdaq recording a decline for the fifth consecutive day; ② Tesla's annual delivery data has decreased for the first time in over a decade; ③ USA AI Nuclear Power Concept stocks secured a government L of 1 billion dollars; ④ "Roaring Kitty" leads the way, Small Cap thematic concept stocks gained hype.
