US stock market outlook: Chinese assets collectively rise before the market! YINN surged more than 15%, bilibili rose more than 7%; Goldman Sachs: debt conversion is the first step in China's fiscal big move, which will stimulate economic growth.
Trump claimed to have received a 'plea for help' call from Cook, involving Apple being fined heavily by the European Union; Is there still an 'undercurrent' behind the bull market of US stocks? Goldman Sachs: The rise of the US dollar is a major threat; The gold price continues to hit new highs! As risk aversion heats up, spot gold rises above $2,700.
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U.S. stocks are volatile | GDS Holdings rose more than 7% pre-market, brokerage firms point to its stable domestic fundamentals, and the overseas industry has reached a turning point.
Guolonghui October 18th | GDS Holdings (GDS.US) rose over 7% to $22.69 in pre-market trading. The latest report from Minsheng Securities indicates that the company's domestic base is solid, and the overseas industry turning point has arrived. Under the trends of artificial intelligence, cloud computing, 5G, and other industries, datacenters are expected to see sustained high growth. In addition, the China Cybersecurity Association issued a statement yesterday suggesting the initiation of a cybersecurity review of Intel's products sold in China to effectively safeguard national security and the legitimate rights and interests of Chinese consumers. The initiation of cybersecurity review is expected to drive the outbreak of the big data sector. (Guolonghui)
Big change in the wind! The technology boom is sweeping the market, and the Hong Kong stock semiconductor sector is booming across the board.
①With the sudden surge of the technology trend in the market, how do institutions view it? ②Hong Kong stocks' chip stocks are all surging, what bullish factors are fermenting?
Sudden movement hits network technology stocks in the afternoon, with Meituan up 9% leading the gains, and Hang Seng Technology Q3 profits expected to exceed expectations.
Network technology stocks rose in the afternoon session, as of the deadline, Meituan-W (03690) rose by 6.7% to 181.6 Hong Kong dollars; Ctrip Group-S (09961) rose by 5.38% to 477.8 Hong Kong dollars; Bilibili-W (09626) rose by 4.35% to 160.7 Hong Kong dollars; Kuaishou-W (01024) rose by 2.76% to 46.5 Hong Kong dollars.
Dah Sing: Non-essential consumer sector rating downgraded to 'shareholding' by Daiwa. Medical industry rating upgraded to 'in sync with the market'. Cosco Ship Engy (01138.HK) included in the focus list of China and Hong Kong.
Morgan Stanley released a China stock market strategy report, downgrading the rating of non-essential consumer goods industry from 'in line with the market' to 'shareholding', and upgrading the rating of medical care industry from 'shareholding' to 'in line with the market'. The bank pointed out that by lowering the rating of non-essential consumer goods industry to 'shareholding', the active risk is negative 50 basis points. It will maintain this rating for at least the short term, as details regarding consumer stimulus are lacking, and uncertainties exist in the scale, timing, and execution of mainland fiscal expansion policies. As a result, ANTA Sports (02020.HK) is removed from the list of key stocks in mainland and Hong Kong. The bank also raised the rating of medical care industry to 'in line with the market'.
Central Bank's major announcement! Reserve ratio cut, interest rate cut, officially launching share buyback and shareholding refinancing.
Pan Gongsheng stated that it is expected to carefully assess the market liquidity situation before the end of the year, and opportunistically further lower the deposit reserve ratio by 0.25-0.5 percentage points; reduce the open market 7-day reverse repurchase operation rate by 0.2 percentage points.
[Brokerage Focus] Minsheng Securities first gives gds holdings (09698) a "recommended" rating, indicating that the datacenter is expected to maintain high growth.
King's Finance News | Minsheng Securities released a research report stating that gds holdings (09698) had a total annual revenue of 995.7 billion RMB in 2023. Among them, the company's overseas business has developed rapidly, with a year-on-year growth rate of 494%. The company's gross margin saw a slight increase in the first two quarters of 2024, reaching 21.8%/22.6% respectively. At the same time, in the first half of 2024, the company's EBITDA margin rose to 24.7%, reflecting a recovery in the company's profitability. The bank stated that in terms of digital transformation, according to research reports by Accenture, 53% of Chinese surveyed companies are willing to continue.
First coverage report for gds holdings (9698.HK): domestic fundamentals stable, overseas industry turning point reached.
gds holdings: a global leading datacenter service provider. Since 2009, the company has started to transform from a service-oriented to a resource-driven approach. After 2016, the company further expanded the coverage of datacenters in key domestic cities, including Beijing.
Hong Kong stocks unusual movement: GDS Holdings-SW rose by more than 6%, cybersecurity review launched, bullish for the big data sector.
On October 17, GDS Holdings-SW (9698.HK) surged more than 6%, reaching HK$22.15, with a total market value of 34.5 billion Hong Kong dollars. According to reports, the China Cybersecurity Association issued a statement yesterday suggesting a cybersecurity review of Intel's sales of products in China, effectively safeguarding China's national security and the legitimate rights and interests of Chinese consumers. The initiation of cybersecurity review has driven the surge of the big data sector. In addition, recent policies and standards related to the CNI Data Factor Index have been intensively released. A previous research report by Bank of America Merrill Lynch indicated an optimistic outlook for GDS Holdings. (Gelonghui)
Hong Kong stock market anomaly | GDS Holdings - SW (09698) rose by over 6% again, with recent cni data factor index-related policies and standards being released intensively.
gds holdings - SW (09698) rose over 6% again, as of the time of publication, up 6.51%, at 22.1 Hong Kong dollars, with a turnover of 20.4031 million Hong Kong dollars.
10 Information Technology Stocks Whale Activity In Today's Session
Hong Kong stock market movement | GDS Holdings-SW(09698) rose more than 11%, related policy data factors released intensively, the company's future business is expected to expand strongly.
gds holdings - SW(09698) rose more than 11%, as of press time, up 11.08%, trading at 22.5 Hong Kong dollars, with a turnover of 24.0767 million Hong Kong dollars.
GDS Holdings Is Maintained at Outperform by RBC Capital
RBC Capital Maintains GDS Holdings(GDS.US) With Buy Rating, Raises Target Price to $26
GDS Holdings (GDS) Receives a Rating Update From a Top Analyst
GDS Holdings (NASDAQ:GDS) May Have Issues Allocating Its Capital
RBC Raises Price Target on GDS Holdings to $26 From $14, Keeps Outperform, Speculative Risk
Unusual movement alert: network technology stocks rose across the board in early trading, with the prospect of policies promoting consumption and the possibility of further upward adjustment in internet plus-related company valuations.
network technology stocks rose across the board in early trading. As of the deadline, Ctrip Group rose 7.3% to HK$500; ke holdings rose 6.76% to HK$58.4; Meituan rose 5.69% to HK$194.9; alibaba rose 3.6% to HK$106.6.
Hong Kong stock concept tracking | Data infrastructure construction speeds up again, data industry expected to further develop (with concept stocks)
On October 9th, the General Office of the CPC Central Committee and the General Office of the State Council issued opinions on accelerating the development and utilization of public data resources, positioning public data as an important basic strategic resource of the country.