On August 28, Guo Longhui released a research report, believing that GDS Holdings has positive prospects for its operation. It benefits from the strong recovery of domestic demand and the increased capital investment in AI and cloud computing by leading technology companies. The report envisions that the company will monetize its mainland assets through REITs, which is expected to drive continuous deleveraging and revaluation of enterprise value. It maintains a bullish view on its IDC delivery capability, ability to meet customer needs, and high market share. The bank also points out that GDS Holdings has a diversified customer base and low customer concentration risk. It has raised its EBITDA forecast for 2024 to 2026 by 4%, 7%, and 10%, and its revenue forecast for next year and 2026 by 4% and 9%, respectively. The target price for the US stock has been significantly increased from $13.6 to $25.1, and the "buy" rating is reiterated.