U.S. stock movement | GDS Holdings rose nearly 1% before the market opened, with six departments issuing documents to promote the development of the data industry.
On December 31st, Glonghui reported that GDS Holdings (GDS.US) rose nearly 1% in pre-market trading, reaching $23.71. According to recent news, six departments including the National Development and Reform Commission, the National Bureau of Statistics, the Ministry of Education, the Ministry of Finance, the Financial Regulatory Administration, and the China Securities Regulatory Commission released the "Guiding Opinions on Promoting the High-Quality Development of the Data Industry." The opinions clarify that by 2029, the data industry is expected to achieve an average annual compound growth rate of over 15%, significantly optimize the data industry structure, and enhance the capabilities of data technology innovation to rank among the world's advanced levels, greatly improve the supply capacity of data products and services, give rise to a batch of new intelligent application products, services, and business models.
Bullish news is here! The central bank and the securities regulatory commission jointly announced that the second swap convenience will be operated starting today, with an expected operation amount of no less than 50 billion yuan.
It is understood that 20 securities and Fund companies participated in the first operation, and the second operation will add more securities and Fund companies as well as five leading Insurance Institutions, with an expected second operation volume of no less than 50 billion yuan.
The comprehensive list of top pick stocks for Hong Kong stocks by the Brokerage "Outlook" (Everbright International, Zhongtai International).
Everbright Securities International published its 2025 outlook in early December, listing 8 recommended stocks: Ping An Insurance (02318.HK), AIA (01299.HK), Jiangxi Copper (00358.HK), Zijin Mining (02899.HK), Tencent (00700.HK), Lenovo (00992.HK), Cheung Kong Infrastructure (01038.HK), and CLP Holdings (00002.HK).------------------------Zhongtai International published its 2025 outlook report for the Hong Kong stock market strategy in early December, listing the annual recommended stock portfolio: Tencent (00700).
Hong Kong stock Concept tracking | Six departments issued a document to promote the development of the data industry, with the industry scale expected to experience high growth (attached Concept stocks).
Recently, six departments including the National Development and Reform Commission, National Bureau of Statistics, Ministry of Education, Ministry of Finance, Financial Regulatory Administration, and China Securities Regulatory Commission released the "Guiding Opinions on Promoting the High-Quality Development of the Data Industry."
U.S. stock market close | The S&P 500 and Nasdaq have fallen more than 1% for two consecutive trading days, Growth Tech stocks generally declined, with Tesla down over 3%.
As the USA debt ceiling will be reinstated on January 2 next year, the Treasury may reach the debt ceiling between January 14 and January 23, at which point extraordinary measures will need to be taken to prevent a sovereign debt default by the USA.
Hong Kong stock market midday review | The three major Indexes are fluctuating downward, with the Hang Seng Index falling below 0.02 million points; the semiconductor Sector is rising against the trend! HG SEMI is up more than 9%, and Semiconductor Manufa
Most Network Technology stocks declined, with Baidu Group-SW falling by 1.59%, MEITUAN-W down by 1.55%, KUAISHOU-W decreasing by 1.54%, JD-SW dropping by 1.03%, XIAOMI-W rising by 1.02%, Alibaba-W decreasing by 0.79%, SenseTime-W falling by 0.65%, and TENCENT down by 0.05%.
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).
GDS Shares Are Trading Higher Following a Tuesday Report Suggesting the Company Is Considering an IPO of Its Data Center Assets in China.
According to reports, GDS Holdings (GDS.US) is considering listing REITs in China.
According to a report by Bloomberg, the Datacenter operator GDS Holdings (GDS.US)(09698.HK) is considering an initial public offering of its Datacenter Assets in China in the form of a Real Estate Investment Trust, expected to raise approximately 1 billion yuan (about 0.14 billion US dollars). The report states that the company is working with advisers to gauge preliminary interest in the potential sale of Stocks, with the earliest possibility of going public next year.
Sector Update: Tech Stocks Edge Higher Premarket Tuesday
Market Chatter: GDS Holdings Considers IPO for China Data Center REIT
CCTV interprets a more proactive fiscal policy: next year's fiscal funding will be allocated earlier, faster, and in greater amounts.
Next year, a more proactive fiscal policy will be implemented. What measures will the Ministry of Finance take? Where will the fiscal funds be focused? What impact will this have on our lives?
Express News | Guangzhou Goaland Energy Conservation Tech: Liquid cooling related clients include ByteDance, Alibaba, Tencent, GDS Holdings, Inspur, and others.
Guangzhou Goaland Energy Conservation Tech (300499.SZ): Liquid cooling related clients include ByteDance, Alibaba, Tencent, GDS Holdings, Inspur, etc.
On December 23, the company Guangzhou Goaland Energy Conservation Tech (300499.SZ) stated on an investor interactive platform that its liquid cooling related clients include ByteDance, Alibaba, Tencent, GDS Holdings, Inspur, and others.
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.
U.S. stock market closing | All three major indexes fell, with the Dow experiencing nine consecutive declines; Tesla rose over 3% to reach new highs, and Quantum Computing concept stocks surged again, with QUBT skyrocketing over 51%.
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.