bullish

Implication of Deepseek on China Data Centers: Buy GDS and VNET, Not Too Late to Chase the Rally!

652 Views16 Feb 2025 05:32
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
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Full Insight
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Rising
Jacob Cheng
Listed Real Estate Asia
KT Capital Group
Hong Kong & ChinaFinancials & Information TechnologyEquity Bottom-UpThematic (Sector/Industry)
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