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SWHY: Vertiv (VRT.US) Earnings Reports greatly exceeded expectations, and the domestic Industry Chain is embracing the AI wave and cloud revaluation.
Vertiv (VRT.US) greatly exceeded expectations in Q1 of 2025, with Vertiv being a global leader in IT Infrastructure, its performance can serve as an important leading indicator. AIDC is an important theme throughout 2025, expected to be repeatedly interpreted, and the benefits to the local Industry Chain may exceed expectations.
GDS Holdings (09698) rose 3.12%. Major companies continue to invest in computing power. Institutions indicate that the AI computing power Industry remains in a high prosperity state.
Jingwu Financial News | GDS Holdings (09698) fluctuates strongly, as of press time, it rose by 3.12%, reported at 23.15 HKD, with a transaction amount of 38.33 million HKD. According to a Research Report from China Securities Co., Ltd., recently, CHINA MOBILE's "Super Wan Card Domestic Intelligence Computing Center Project" and "CNI Yangtze Index Intelligent Computing Center Project," as well as China United Network Communications' "Wujiang Computing Power Center Project" have been approved for record, with a total investment exceeding 14.1 billion yuan. On April 24, Google released its 2025 Q1 Earnings Reports, with a capital expenditure of 17.2 billion USD for 2025 Q1, a year-on-year increase of 43%, while maintaining the full-year capital expenditure guidance of 75 billion USD.
Hong Kong stocks are experiencing movement | Datacenter stocks are rising, SUNEVISION has increased by over 5%, and GDS-SW has risen by more than 3%.
The Datacenter stocks rose in the morning session. As of the time of writing, SUNEVISION (01686) is up 5.08%, trading at 6.21 HKD; GDS-SW (09698) is up 3.56%, trading at 23.25 HKD.
The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.
Track the entire lifecycle of the main Sector.
[Brokerage Focus] China Securities Co.,Ltd.: The AI computing power Industry maintains a high prosperity state. Pay attention to symbols with high growth and low valuations.
Gold News | China Securities Co., Ltd. issued a Research Report stating that recently, CHINA MOBILE's "over 10,000-card domestically produced intelligent computing center project" and "CNI Yangtze Index intelligent computing center project," and China United Network Communications' "Wujiang Computing Power Center project" have received approvals, with a total investment of over 14.1 billion yuan. On April 24, Google released its 2025 Q1 Earnings Reports, with a capital expenditure of 17.2 billion dollars for Q1 2025, a year-on-year increase of 43%, and maintained its annual guidance of 75 billion dollars in capital expenditure. The company noted a significant growth in the number of users of Google AI tools. In addition, recently listed companies have been intensively disclosing their 2024 earnings reports and 2025 Q1 earnings reports, from which it has already...
GDS-SW: 2024 ANNUAL REPORT
