According to Zhitong Finance APP, GDS-SW (09698) rose over 5% in the afternoon, and as of the time of writing, it increased by 4.66% to 20.2 Hong Kong dollars, with a transaction volume of 11.4191 million Hong Kong dollars.

In terms of news, according to media reports, Byte is starting a wave of Datacenter infrastructure construction, and by 2025, capital expenditure will double to 160 billion yuan. Additionally, the National Bureau of Data, the Central Cyberspace Affairs Commission, the Ministry of Industry and Information Technology, the Ministry of Public Security, and the State-owned Assets Supervision and Administration Commission recently issued "Opinions on Promoting the Development and Utilization of Enterprise Data Resources," making specific deployments from five aspects: improving the realization mechanism of enterprise data rights, cultivating enterprise digital competitiveness, empowering industrial transformation and upgrading, serving the high-quality development of the economy and society, and creating an open, transparent, and predictable development environment.

Huaxi pointed out that with the increasing demand for AI Asia Vets computing power and the emphasis of operators and Internet Plus-Related Capex on intelligent computing centers, as well as the national policy promoting the strengthening of computing power cluster layout, the Datacenters of large and super-large computing hub nodes are expected to accelerate construction and integration. Companies that will benefit include GDS Holdings. CICC also noted that as AI promotes in 2025, it is Bullish on the further strengthening of the Datacenter repair trend. Moreover, rapid delivery engineering capabilities, Electrical Utilities, and location compatibility may become core competitive elements of Datacenters.