We explored the recent launches of AI model, e.g. Deepseek, discuss the implication to Data Centers. Despite GDS and VNET were up 3x for last 12 months, it is not too late to chase the rally
What is covered in the Full Insight:
Introduction
AI Revolution and Data Centers
Market Performance and Valuation
Financing Activities and Potential Upside
Risks and Target Prices
SUMMARY
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