CT-GDS @EC2608A

UNI HEALTH

QUANTGROUP

AE LOGISTICS

XUNCE

KINTOR PHARMA-B

XunZhong

ILUVATAR COREX

HP LIVING TECH

NANFANG COMM

ZHAOWEI

XDAT

09698

DTCR

SRVR

IDGT

GDS Holdings has seen a recent share price recovery, closing at US$40.87, but analysts suggest it may be overvalued. A Discounted Cash Flow (DCF) analysis estimates its intrinsic value at US$20.17, indicating a 102.6% overvaluation. Additionally, its P/E ratio of 48.50x exceeds industry averages, further supporting the overvaluation claim. Investors are encouraged to reassess their valuation perspectives, with potential fair values ranging from US$33.06 to US$68.63 based on different narratives.

Simplywall

Franklin Exponential Data ETF

GDS-SW

Proshares Big Data Refiners ETF

Global X Data Center & Dgtl Infrs ETF

Pacer Data & Infrastructure Real Estate ETF

iShares US Digital Infrastructure and Real Estate ETF

Is It Too Late To Reassess GDS Holdings (GDS) After Its Recent Share Price Recovery?

09868

01810

BABA

.HXC

XPEV

03690

The NASDAQ Golden Dragon China Index preliminarily rose by 0.7%, with a cumulative decline of about 4.2% this week. Among popular Chinese concept stocks, GDS rose by 7.5%, JD rose by 6.1%, XPeng, Trip.com, NetEase, and Kingsoft Cloud rose by up to 5.9%, Xiaomi rose by 3%, Meituan and Tencent rose by over 2%, and Alibaba rose by 0.4%. Canadian Solar fell by 3.7%, and Pony.ai fell by 8.5%. In terms of ETFs, KWEB rose by 1.3%, and CQQQ rose by 0.1%

Wallstreetcn

XPENG-W

XIAOMI-W

Alibaba

NASDAQ Golden Dragon China Index

JD-SW

TENCENT

JD LOGISTICS

TRIP.COM-S

XPeng

MEITUAN

Tencent

KINGSOFT CLOUD

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long JD Daily ETF

Invesco China Tech

NTES-S

CLOU

GDS Holdings Limited will report its fourth quarter and full year 2025 financial results on March 17, 2026, before the U.S. market opens. An earnings conference call will be held at 8:00 AM U.S. Eastern Time on the same day. Participants must register online at least 15 minutes prior to the call. GDS is a leading developer of high-performance data centers in China, serving major cloud service providers and large corporations.

StockTitan

ISHRS S&P Glb It

Global X Cloud Computing ETF

GDS to Report Fourth Quarter and Full Year 2025 Financial Results Before the Open of the U.S. Market on March 17, 2026 | GDS Stock News

688223

The NASDAQ Golden Dragon China Index initially closed down 1.1%. Among popular Chinese concept stocks, Kingsoft Cloud fell 4.9%, ZAI LAB and Xiaomi fell 4.1%, while WeRide, Meituan, Vipshop, and GDS had the highest declines of 3.6%. Jinko Solar rose 2.1%, BEKE rose 2.2%, BYD rose 5%, Qifu Technology rose 5.8%, and Douyu rose 7.2%

Jinko Solar

Xiaomi Corporation

Meituan

BYD COMPANY

BEKE-W

BYD Company

ZAI LAB

Krne Csi China Internet

iShares MSCI China

Invesco Golden Dragon China

Roundhill China Dragons ETF

600875

300750

600183

UBS released a report listing the most favored simulated portfolio stocks by Chinese capital, all of which received a "Buy" rating. Newly included stocks are Sytech, DEC.LTD, and Envicool, while excluded stocks are Horizon Robotics, Sungrow Power, and NetEase. In terms of target prices, CATL is set at 500 RMB, FUYAO GLASS at HKD 96, HTSC at 31.2 RMB, ZIJIN MINING at HKD 47.4, NAURA at 570 RMB, Tencent at HKD 780, YTCO at 40 RMB, Alibaba at USD 190, and GDS-SW at USD 57

AASTOCKS

DEC.LTD

CATL

Sytech

FYG;FUYAO GLASS

YTCO

FUYAO GLASS

ZIJIN MINING

NAURA

HTSC

Envicool

Guotai MSCI China A ESG General ETF

Direxion FTSE China Bull 3X

Yinhua MSCI China A ETF

UBS lists the most favored simulated portfolio stocks of Chinese-funded institutions (Table)

The research report from China International Capital Corporation indicates that ByteDance's Seedance 2.0 has made significant progress in video generation models and has entered the global first tier. The firm expects Seedance 2.0 to drive demand for video model inference, with particular attention to ByteDance and Volcano Engine's IDC industry chain. It is recommended to focus on AI infrastructure and IDC-related companies, such as GDS and Century Internet, and assigns a "outperform industry" rating to GDS and Century Internet, with target prices of $60 and $15, respectively

In "Major Banks," China International Capital Corporation (CICC): Seedance 2.0 will drive demand for video model inference, urging attention to AI infrastructure and IDC companies

The NASDAQ Golden Dragon China Index preliminarily closed up 1.3%. Among popular Chinese concept stocks, GDS preliminarily closed up 6.7%, Century Internet rose 6.6%, XPeng rose 6.6%, and KINGSOFT CLOUD rose 4.8%

Kingsoft Cloud

GDS Holdings Limited has announced the adjournment of its Extraordinary General Meeting and additional shareholders meetings, originally scheduled for February 24, 2026, to March 10, 2026. This decision allows shareholders more time to consider proposed amendments to the Company’s Articles of Association. The record date for voting remains unchanged, and proxy cards submitted previously will still be valid for the reconvened meetings. All other details from the previous disclosure remain the same.

fidelity

GDS Announces Adjournments of Extraordinary General Meeting and Additional Shareholders Meetings to be Reconvened on March 10, 2026

688303

01179

BIDU

The NASDAQ Golden Dragon China Index preliminarily closed down 0.4%. Among popular Chinese concept stocks, Jinko Solar fell 2.4%, Trip.com fell 2.2%, YUM China, Qifu Technology, and WeRide fell over 1%, Alibaba fell 0.9%, and Baidu fell 0.7%. Meanwhile, GDS, KINGSOFT CLOUD, and Daqo Energy rose at least 0.6%, and HWORLD rose 1.6%

Daqo Energy

HWORLD-S

Baidu

BABA-W

YUM China

BIDU-SW

Trip.com

The NASDAQ Golden Dragon China Index initially closed down 0.1%. Among popular Chinese concept stocks, Tencent Music initially closed down 3.2%, Daqo Energy fell 2.6%, Kingsoft Cloud and PONY-W both fell over 2%, GDS dropped 1.9%, while Huazhu rose 2.9% and Trip.com increased by 3%

PONY-W

Tencent Music

TME-SW

DayOne Data Centers, a Singapore-based hyperscale data center platform, has established a regional operations and training center in Johor and expanded its Global Shared Services Center in Kuala Lumpur. The Johor facility aims to train over 1,000 engineers in AI-ready infrastructure management and operational resilience. The Kuala Lumpur center will employ over 200 local professionals, supporting finance and corporate functions. DayOne has invested over MYR 14 billion in Malaysia, with plans for an additional MYR 67 billion, creating significant job opportunities and enhancing local talent in the data center industry.

动点科技英文源

Singapore’s DayOne establishes regional operations and training base in Johor, expands Kuala Lumpur shared services center

DayOne Data Centers has appointed Greg Norman as a Board Advisor to support its global expansion strategy. Norman, known for his leadership in sports and business, will assist in strategic partnerships and stakeholder engagement. The company aims to build sustainable digital infrastructure across Asia-Pacific and Europe, responding to the growing demand for cloud and AI services. Chairman William Huang emphasized the importance of responsible growth and Norman's alignment with DayOne's vision for long-term value creation.

DayOne Data Centers Appoints Greg Norman as Board Advisor as It Expands Its Global Digital Infrastructure Platform

513130

STECH

TCTZF

The Hong Kong stock market fluctuated in the morning session, with the Hang Seng Index rising 54 points to 26,830 points. Technology stocks Tencent and Kuaishou were under pressure, falling 3.1% and 4.4% respectively. The National Index dropped 19 points, and the Hang Seng Tech Index fell 72 points. The total turnover was HKD 195.285 billion. Some stocks, such as New Oriental and GDS, rose, while AI stock Yunzhisheng fell due to a placement. Overall market performance was volatile, with some chip stocks and mobile component stocks performing relatively well

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hang Seng TECH Index

Tencent Holdings Limited

Dacheng Hang Seng Technology ETF(QDII)

China Southern CSI All Share Real Estate ETF

ChinaAMC CSI All Share Real Estate ETF

Yinhua CSI Interior Real Estate Theme ETF

CAM HS TECH

Guotai CSI Computer Theme ETF

FI2 CSOP HSI

Harvest Hang Seng SCHK Technology ETF

ChinaAMC Hang Seng ETF

ISHARESHSTECH

"Hong Kong Stocks" The Hang Seng Index fluctuated and rose 54 points in the half-day session, with Tencent and Kuaishou under pressure, while bank and real estate stocks rose

Today, $Vnet(VNET.US) and $GDS(GDS.US) experienced significant adjustments. The main reasons investors are focusing on include: 1) Profit-taking effects; 2) Rumors of tighter AI chip restrictions gaining traction; 3) DeepSeek's public disclosure of inference efficiency and costs, where higher cluster utilization leads to lower unit costs.Typical data center businesses and companies are not involved in computing power leasing. Their order demand and performance are more related to how much capital expenditure internet companies and other clients invest in server purchases, and subsequently, how much server hosting services (i.e., data center leasing demand) are generated. The judgment on whether the IDC market trend can continue essentially depends on whether domestic cloud providers' capital expenditure increases are sustained and whether they allocate orders to third parties rather than building their own facilities.Regarding value-for-money improvement positions: Based on industry average valuations, GDS at 15x 2025e EV/EBITDA corresponds to a stock price of $31; VNET at 12x 2025e EV/EBITDA corresponds to a stock price of $9.3, both significantly below the industry average.Regarding support levels: Based on expected REITs valuations, GDS at 13x 2025e EV/EBITDA corresponds to a stock price of $23; VNET at 10x 2025e EV/EBITDA corresponds to $6.7.Key follow-up items to monitor: 1) GDS earnings call—new domestic and overseas orders, Capex guidance, Day One listing plan, REITs progress; 2) VNET earnings call—new orders for domestic base-type business, utilization expectations for urban-type business, Capex guidance, REITs progress; 3) Tencent's earnings capital expenditure guidance and actual progress in internet companies' capital expenditures; 4) Overall investment sentiment in tech stocks.(Repost)

Vnet

Forwarded from: Xingzhi US Stocks What is our research colleague's view on this topic? Ronald Keung pointed out that as the entry threshold lowers (especially with the recent development costs of some new models being only a small fraction of existing models), the AI theme may present a potential competitive landscape between capital-rich internet giants and startups. Eric Sheridan and the team emphasized...

CT-GDS @EC2608A(26760.HK)

Is It Too Late To Reassess GDS Holdings (GDS) After Its Recent Share Price Recovery?

GDS to Report Fourth Quarter and Full Year 2025 Financial Results Before the Open of the U.S. Market on March 17, 2026 | GDS Stock News

UBS lists the most favored simulated portfolio stocks of Chinese-funded institutions (Table)