GDS Holdings sharpens five core competencies to fully meet the intelligent computing needs of the AI era.
On June 18th, Huang Wei, the chairman and CEO of GDS Holdings, said in his speech at the "China Smart Calculation Ecology Development Conference - 2024 AI DC Tech Day": "The impact of AI may far exceed the impact that the Industrial Revolution has brought to the fate of humanity. The data center industry is also being reshaped by it." The debut of ChatGPT has been compared to the "iPhone moment" of AI. Generative AI is quickly evolving from a simple chat tool into applications and services with real economic value. Huang Renxun, CEO of Nvidia, once admitted that "Datacenter is T.
Mid-day Review | Hong Kong's three major stock indices rise and fall, chip stocks decline, hua hong semi falls more than 3%.
HSI rose by 0.47%, ChiNext fell by 0.09%, CSI300 rose by 0.58%; Sporting goods stocks were strong, Xtep Int'l rose nearly 6%; Fosun Pharma privatizes with premium, Henlius rose nearly 18%.
HK stocks change | Gds holdings-SW(09698) rose more than 6% in early trading as overseas demand of the group remains strong. Institutions say that large-scale parks and liquid-cooled datacenters are becoming a trend.
GDS Holdings' SW (09698) rose by over 6% in early trading. As of publication, it has increased 4.91%, and is trading at HKD 9.19 with a turnover of HKD 14.3572 million.
Express News | The NASDAQ China Golden Dragon Index rose, currently up more than 1%. New Oriental rose more than 7%, Tal Education and GDS Holdings rose more than 6%, Xpeng and Li Auto Inc rose more than 3%.
Chinese Equity Market Shows Momentum to Return Cash to Shareholders
0910 GMT - The Chinese equity market's momentum to return cash to shareholders looks promising, Goldman Sachs analysts say in a research note. The strong policy push by regulators could further encour
The "Cotegeu" market is heating up, with the latest analysis from the top five fund managers.
"Kote Gu" continues to ferment and the market's attention is constantly increasing.
Midday Recap: Hong Kong's three major indexes fluctuated downward, with the science and technology index falling more than 1%; petroleum stocks rose against the trend, with Sinopec's stock price rising nearly 2%.
The Hang Seng Index fell by 0.97%, and the National Index fell by 1.16%; the photovoltaic sector weakened, with Flat Glass falling nearly 6%; Midea Real Estate rose by nearly 70%. The company plans to divest its real estate development business and distribute 5.9 Hong Kong dollars per share or physical dividends.
Will there be greater pressure on Hong Kong stocks? These structural opportunities may be worth paying attention to, according to CICC.
CICC pointed out that the market will continue to fluctuate in the short term, and Hong Kong stocks still have comparative advantages over A-shares.
JPMorgan's Alex Yao: China's technology stocks can still rise 20%-25%.
JPMorgan analyst Alex Yao, who was bearish on Chinese tech stocks two years ago, recently stated that there is still about 20% to 25% upside potential in Chinese tech stock prices, and the stable development of macroeconomics is the key factor influencing stock price trends.
Hong Kong Shares Rebound 2.9% Amid Positive Sentiment
Hong Kong's Hang Seng Index extended early gains to close 2.9% higher at 18430.39. There could be some optimism among investors that more may be done by the Chinese authorities in 2H, IG market strate
Quick look at the market | All three major Hong Kong stock indices rose; chip stocks and auto stocks rose, Brilliance Chi rose more than 22%.
Network technology stocks are mixed, with Kuaishou and NetEase up nearly 2%, Meituan and Tencent up over 1%, Ping An Good Doctor down more than 3%, and Ali Health and JD Health down more than 2%.
Opinion | How to estimate "tech valuation"? Which technology sectors are expected to increase in value?
Currently, the consumer electronics and semiconductor sectors are growing, and their corresponding valuations are expected to rise. In the field of technology stocks, AI and humanoid robots are highly anticipated. They are patiently waiting for technological progress and breakthroughs. Of course, if we refer to the market cap of global representative companies that develop AI faster, once domestic technology breaks through, there will be greater room for growth in the core symbol's valuation in the AI-related field.
Institutional Investors Own a Significant Stake of 41% in GDS Holdings Limited (NASDAQ:GDS)
Great Week for GDS Holdings Limited (NASDAQ:GDS) Institutional Investors After Losing 31% Over the Previous Year
Key Insights Significantly high institutional ownership implies GDS Holdings' stock price is sensitive to their trading actions The top 4 shareholders own 52% of the company Ownership research alo
This week's Hong Kong stock bull stocks: Red Sea crisis once again boosts shipping stocks, COSCO Shipping Holdings doubles year-to-date; CTIHK jumps 17% the day after profit surprise.
This week, Hang Seng Index rose by 1.59% to 18,366.95 points; during the same period, Hang Seng Tech Index rose by 2.21% to 3,772.47 points; and the Hang Seng China Enterprises Index also increased by 1.84% to 6,510.37 points.
Express News | Tencent Music fell more than 3%, bilibili and Weibo fell more than 2%, Ke Holdings, iQiyi, GDS Holdings, jd.com, and Alibaba fell more than 1%.
GDS Holdings' Pujiang datacenter, which has been on the list for three consecutive years, has been selected as the National Green Data Center for 2023.
Recently, the six ministries of the National Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Commerce, the State Administration of Radio, Film and Television, the China Banking and Insurance Regulatory Commission, and the National Energy Administration's comprehensive department officially announced the list of the National Green Data Centers for 2023. GDS Holdings' Pujiang data center was successfully selected as the national green data center in the internet plus-related field, and the company has been on the list for three consecutive years. GDS Holdings Pujiang data center is located in Minhang District, Shanghai, with a total construction area of nearly 90,000 square meters. It was put into operation at the end of 2021. It is the first new project in Shanghai that supports energy consumption indicators and is also GDS Holdings' first green and energy-saving digital information center in East China that practices fine management of digital i
Midday Overview | Hong Kong stocks opened high and fell low, ChiNext fell more than 1%; wind power stocks rose against the trend, Datang Renewables rose more than 5%.
NIO Inc. fell more than 7% after the earnings report, with an expanded loss in the first quarter and a decrease in the average price and delivery volume of autos.
HK Stocks Alert | GDS Holdings-SW(09698) rose more than 7% again, with full overseas demand and nearly six-fold increase in international revenue in the first quarter.
GDS Holdings' SW(09698) rose over 7% again, with a nearly 15% cumulative increase this week. As of press time, it rose 6.03% to HKD 8.61, with a turnover of HKD 13.5452 million.
Mid-day Review | The three major indices fluctuated and rebounded, with the semiconductor sector rising and Hua Hong Semi up over 7%.
The Hang Seng Index rose by 0.95%, the Technology Index rose by 1.71%, and the National Index rose by 0.81%. The shipping and ports sector strengthened, with Cosco Shipping Holdings rising by 7%. The golden industrial concept rebounded, with SD Gold rising by over 5%.