According to the Zhitong Finance APP, GDS-SW (09698) has risen over 4% again, with an increase of 4.59% as of the time of writing, reaching 25.05 HK dollars, with a transaction volume of 20.9031 million HK dollars.

In the news, the National Development and Reform Commission and two other departments issued the 'National Data Infrastructure Construction Guidelines.' It states that by 2029, the national data infrastructure construction and operational mechanism will be fundamentally established. Huaxi pointed out that with the increase in demand for AI computing power and the focus of operators and Internet Plus-Related Capex on Datacenter, along with national policies promoting the strengthening of computing power cluster layout, the data centers of large and super-large computing hub nodes are expected to accelerate construction and integration, with related beneficiary companies including GDS Holdings.

Guosen pointed out that GDS Holdings ranks first in the comprehensive strength of computing center service providers, with high overall scale, capacity construction, and financial condition indexes, making it a leading developer and service provider of high-performance computing centers in China. GDS Holdings continuously meets the significant demand created by the widespread application of technologies such as AI, with its computing centers distributed widely, including in core economic hub areas domestically, around first-tier cities, as well as overseas regions like the Middle East and Southeast Asia.