野村发布研究报告指出，万国数据-SW在寻求中国市场去杠杆化的同时，东南亚市场的供需双方都面临更多机会。对于东南亚市场业务，万国数据目前手头产能约800MW，其中柔佛州达700MW，同时已售出约400MV。GDS Holdings-SW(09698) opened nearly 5% higher. As of the time of drafting, it increased by 4.80%, reaching HK$17.04, with a turnover of HK$0.7975 million.
According to the WiseNews Financial APP, GDS Holdings-SW(09698) opened nearly 5% higher. As of the time of drafting, it increased by 4.80%, reaching HK$17.04, with a turnover of HK$0.7975 million.
Goldman Sachs released a research report stating a 'buy' rating for GDS Holdings-SW and raising the target price to HK$23.4. Recently, signs of demand recovery have been observed in the second-quarter performance of Chinese internet data center (IDC) operators. Driven by investments in Gen-AI and GPU, wholesale-oriented IDC operators in China are entering a period of rising demand. These capital expenditures come from cloud hyperscalers, top-tier internet companies, and AI startups. The bank stated that the company remains its industry's top choice, believing that the company's positioning is best suited to capture the aforementioned rising demand and create valuation upside during this demand upcycle.
Nomura released a research report stating that as GDS Holdings-SW seeks to deleverage in the Chinese market, both the supply and demand sides of the Southeast Asian market are facing more opportunities. In terms of business in the Southeast Asian market, GDS Holdings currently has a capacity of approximately 800MW, with 700MW in Johor and approximately 400MV already sold.
