According to information obtained by the Finance Intelligence APP, Gds Holdings-SW (09698) rose more than 6% in early trading; as of press time, it rose 4.91% and reported HKD 9.19, with a turnover of HKD 14.3572 million.

CICC previously stated that the group's overseas demand is strong, with a planned capital expenditure of ¥4 billion for the full year. The tilt of capital expenditures adapts the company's different strategies for domestic and overseas promotion. At the same time, overseas financing provides sufficient funding support for independent operations of global business. From the perspective of performance, with the advancement of delivery schedule, overseas business is expected to maintain strong growth this year.

Changjiang Securities pointed out that traditional data center cabinets are no longer able to meet the power requirements of AI servers. According to the power parameters given by Nvidia officials for the A100 server, the industry is gradually upgrading from low-power cabinets to high-power cabinets, and the monthly rental of single cabinets has increased significantly. In addition, with the background of skyrocketing demand for computing power, scarce data and model resources, and extensive application of AI technology, smart computing centers have become a new infrastructure for regional AI; the computing rental model has emerged, effectively reducing the threshold for the development of large models. IDC manufacturers that are bound to head Internet major clients, have high-power cabinet delivery capabilities, and seize the computing market will gain first-mover advantages in this round of AI wave.