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Just now! China has taken action to strengthen export controls on dual-use items such as gallium, germanium, antimony, and related items to the usa.
Source: Securities Times, December 3, the Ministry of Commerce released a notice on strengthening export control of relevant dual-use items to the usa, effective from the date of announcement. The notice states that in accordance with the provisions of the "Export Control Law of the People's Republic of China" and other laws and regulations, in order to maintain national security and interests and fulfill international obligations regarding diffusion, it has been decided to strengthen export control of relevant dual-use items to the usa. The relevant matters are announced as follows: 1. Export of dual-use items to military users or for military purposes in the usa is prohibited. 2. In principle, licenses will not be granted for the export of gallium, germanium, antimony, and related dual-use items to the usa; for graphite dual-use items exported to the usa, control will be implemented.
National Bureau of Statistics: Promoting the reform of dataization, introducing targeted supporting systems and policies.
Recently, the National Bureau of Statistics organized a video conference on national data system investment work, requiring coordination from the top down and bottom up to ensure project quality. A number of major projects with demonstrative and leading roles should be planned and implemented around key issues that affect the development of the data industry. Consideration should be given to the development situations of different industries and regions, organizing a group of projects that fit local realities and meet application needs. At the same time, effectively coordinate "hard investments" and "soft constructions," leveraging policy synergy. The construction of projects should be combined with supporting reforms in the data sector, making full use of the guiding role of planning to promote appropriate digital reforms, and issuing targeted and...
Goldman Sachs Initiates GDS Holdings(GDS.US) With Buy Rating, Announces Target Price $24.2
[Brokerage Focus] htsc reduces gds holdings (09698) target price by 3.97%, indicating that it is expected to benefit from the recovery of the domestic datacenter industry.
Jinwo Finance | htsc released a research report indicating that gds holdings (09698) total revenue in Q3 2024 increased by 17.7% year-on-year to 2.966 billion yuan, mainly benefiting from the improved supply and demand situation in the domestic industry and strong growth in overseas business. The company's adjusted EBITDA for Q3 2024 was 1.296 billion yuan, a year-on-year increase of 15%, which is basically in line with Bloomberg's consensus expectation (1.295 billion yuan). The company's adjusted EBITDA profit margin was 43.7% (Q3 2023: 44.7%). The report stated that as of the end of Q3 2024, the total operational area of the company's datacenters reached 647.4.
Research reports | HTSC: Downgrade the target price of GDS Holdings to HK$26.4, overseas business receives financing again.
Gelonghui reported on November 25 that htsc published a research report indicating that gds holdings announced its third-quarter performance, with total revenue increasing by 17.7% year-on-year to 2.966 billion yuan, mainly due to the improvement of the domestic industry's supply and demand situation and strong growth in overseas business. The report stated that the company has maintained its performance guidance for 2024, expecting total revenue to be between 11.34 billion and 11.76 billion yuan (a year-on-year increase of 13.9% to 18.1%), adjusted EBITDA to be between 4.95 billion and 5.15 billion yuan (a year-on-year increase of 7% to 11.4%), and raised capital expenditure for the entire year of 2024 to 11 billion.
BOCOM Intl raised the target price of GDS Holdings (09698.HK) to 22.88 yuan as international business progresses well.
Bocom Intl released a report stating that GDS Holdings (09698.HK) third-quarter performance met expectations, raising annual capital expenditure guidance. In the third quarter, the company achieved revenue of approximately 2.966 billion yuan, a year-on-year increase of 17.7%. Adjusted EBITDA was 1.295 billion yuan, a 15% year-on-year increase, approximately 26.7% of the bank's previous full-year forecast of 4.85 billion yuan. The company maintains its full-year performance guidance unchanged, expecting annual revenue to be between 11.34 billion and 11.76 billion yuan, with a year-on-year growth rate between 13.9% and 18.1%, and adjusted EBITDA between 4.95 billion and 5.
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