GDS Holdings News

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.

Zhitong Finance03:00 ET

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.

Jinwu Financial News22:55 ET

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.

Zhitong Finance22:37 ET

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.

cls.cn21:20 ET

[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...

Jingu Financial News20:53 ET

GDS-SW: 2024 ANNUAL REPORT

HKEXApr 28 10:14 ET · Announcements

GDS Files 2024 Annual Report on Form 20-F

GlobeNewswireApr 28 09:00 ET

20-F: Registration statement / Annual report / Transition report

SECApr 28 08:40 ET · Announcements

Will the US Stock Market's Rebound Ignite Your Next Trade?

Moomoo News GlobalApr 28 04:46 ET

Guotai Junan: Maintains GDS-SW (09698) 'Shareholding' rating with a Target Price of HKD 48.40.

Southeast Asia's digital infrastructure is accelerating investment, GDS Holdings is proactively laying out opportunities in Southeast Asia and other international markets. By the end of 2024, the scale under construction is nearly three times the operational scale, expected to fully benefit from the first-mover advantage.

Zhitong FinanceApr 23 21:34 ET

Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.

Track the entire lifecycle of the main Sector.

cls.cnApr 23 21:21 ET

[Brokerage Focus] CICC: Datacenter companies' earnings growth may reach an upward turning point.

Jinwu Finance | Zhongjin pointed out that Datacenter companies provide Server hosting services, with current Orders expected to support annual performance growth over the next 1-2 years. Although new pricing has not increased yet, the ROI on projects is anticipated to improve ahead of prices. Driven by strong Orders, capital expenditure in Datacenters has entered an upward trajectory, with diverse financing channels supporting the expansion of capital expenditure. REITs projects aid in capital recovery and enhance operational stability. There is a timing difference in the construction of domestic and overseas Datacenters, and understanding computing power helps to reduce inefficient supply. The capital expenditure of domestic cloud vendors is a major factor affecting the performance and valuation of third-party Datacenters.

Jinwu Financial NewsApr 23 20:53 ET

Shares of US-listed Chinese Companies Are Trading Higher After President Trump Indicated the Final Tariff Rate With China Would Be "Substantially" Below Than the Current 145% but Not 0%.

BenzingaApr 23 14:07 ET

Trump's softened stance towards China boosts Hong Kong stocks with two main lines! Leading fruit chain companies surged over 6%, and tech giants followed suit.

① How significant is the profit elasticity of Apple supply chain companies with respect to tariff exemptions? ② How do Institutions view the future performance of Technology stocks?

cls.cnApr 22 22:58 ET

Hong Kong stocks movement | GDS-SW (09698) rose over 9% in the afternoon as the application for GDS REIT issuance was approved, catalyzing the release of diversified value through asset securitization.

GDS-SW (09698) is up over 9% in the afternoon, as of the time of writing, it has increased by 7.75%, priced at 21.55 Hong Kong dollars, with a transaction volume of 0.222 billion Hong Kong dollars.

Zhitong FinanceApr 22 03:43 ET

US stock market volatility | Chinese concept stocks in the Datacenter sector surged, with 21Vianet (VNET.US) rising over 8%.

On Thursday, Chinese concept stocks in the Datacenter surged, with 21Vianet (VNET.US) increasing by over 8% and GDS Holdings (GDS.US) rising by over 6%.

Zhitong FinanceApr 17 09:53 ET

Express News | Shares of Companies Within the Broader Tech Sector Are Trading Lower After Fed Chair Powell Made Remarks at the Economic Club. Also, the Broader Tech Industry May Be Weighed Down by NVIDIA After the United States Informed the Company That It May...

BenzingaApr 16 14:45 ET

J.B. Hunt Transport Posts Lower Profit, Joins ASML, Interactive Brokers And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session

BenzingaApr 16 08:29 ET

Retail Buyers vs. Global Sellers: Is Now the Time to Jump into U.S. Stocks?

Moomoo News GlobalApr 16 06:39 ET

As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.

① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.

cls.cnApr 15 22:25 ET