GDS Holdings (GDS) News

Warren Buffett Disciple Seth Klarman Bets on Cruise Lines, Auto Parts, Amazon and Bill Ackman in Q2

BenzingaAug 18 23:52

China's AI Infrastructure: A Value Opportunity Amidst Disparity—85% of Global Computing Traffic, Yet Only 10% of Market Revenue

Chinese AI models have quietly shouldered 85% to 89% of global traffic for agents and code generation, yet account for only 10% to 16% of monetized revenue—representing the most undervalued arbitrage opportunity currently available. The combined market capitalization of U.S. AI computing power assets stands at $175 billion, whereas comparable Chinese assets total only about $20 billion; CoreWeave’s market cap alone is nearly four times that of China’s top three computing power companies combined. GDS Holdings’ record-breaking booking volume has already validated a fundamental inflection point, with valuation gaps and catalysts emerging in tandem.

wallstreetcnAug 18 10:18

Goldman Sachs Sticks to Their Buy Rating for GDS Holdings Ltd. (G401)

TipRanksAug 18 08:27 · Ratings

[Major Banks] Goldman Sachs raises GDS Holdings (09698.HK) target price to HK$48, bullish on order-driven acceleration in EBITDA growth from the second half of 2027.

Goldman Sachs issued a report noting that GDS Holdings (09698.HK) reported strong order momentum in the second quarter. Management highlighted healthy demand from both AI and non-AI segments during the earnings call, which will enhance EBITDA visibility in the coming years. The firm expects the trend of accelerating earnings growth to become increasingly evident in the second half of 2027 and beyond, as orders convert into revenue and EBITDA (typically with a 12- to 18-month lag between contract signing and profit recognition). It estimates that adjusted EBITDA for GDS Holdings’ China business will grow by 8% and 19% year-on-year in 2027 and 2028, respectively (excluding

AASTOCKSAug 17 17:57

GDS Holdings (SW: 09698): AI-Driven Business Accelerates Expansion, with RMB 10 Billion Invested in Domestic Data Center Construction

In the second quarter of 2026, GDS Holdings reported net revenue of RMB 3.088 billion and net profit attributable to shareholders of RMB 838 million.

Zhitong FinanceAug 17 16:49

Express News | The Hang Seng TECH Index is set for reform and expansion; CICC expects Kingboard Laminates, Techtronic Industries, and CATL to be among those selected.

BreakingsAug 17 10:50

Analysts' Top Technology Picks: Ondas (ONDS), GDS Holdings (GDS)

TipRanksAug 14 21:40 · Ratings

TD Cowen Maintains GDS Holdings(GDS.US) With Buy Rating, Raises Target Price to $45

Futu NewsAug 14 21:33 · Ratings

HK Stocks Close (Aug 14) | Hang Seng Index Falls 1.1%; Strong Performers in Interim Results Shine; Divergent Trends for Top Two Wafer Foundries

Hong Kong's three major stock indices fell collectively today. At the close, the Hang Seng Index dropped 1.1%, or 279.66 points, to settle at 25,116.85.

Zhitong FinanceAug 14 16:31

Express News | Hong Kong Stock Market Close: Hang Seng Index Falls 1.1% in Unilateral Decline; Tech and Internet Stocks Remain Weak Throughout the Day

BreakingsAug 14 16:18

GDS Holdings' Hong Kong-listed shares rose more than 9%, with second-quarter net profit reaching RMB 838 million, marking a turnaround from loss to profit year-on-year.

GDS Holdings opened more than 9% higher. As of press time, the stock was up 9.47% to HK$33.98, with turnover exceeding HK$460,000.

Zhitong FinanceAug 14 09:37

GDS Holdings-SW opened higher, reporting a net profit of RMB 838 million in the second quarter, turning profitable year-on-year.

GDS Holdings - SW (09698) opened more than 9% higher. As of press time, the stock was up 9.28% at HK$33.92, with a turnover of HK$13.9784 million.

Zhitong FinanceAug 14 09:24

HK Stock Announcements: JD.com's Q2 Net Profit Rises 15.39% YoY to CNY 7.1 Billion; Overseas Business Sees Rapid Growth

China Mobile (00941) announced its interim results, with profit attributable to shareholders reaching RMB 78.934 billion, a year-on-year decrease of 6.29%.

Zhitong FinanceAug 14 09:03

Zhitong HK Stock Market Early Briefing | White House Announces Tariffs on Imported Drones and Components; SMIC (00981) Reports 261.7% Year-on-Year Increase in Q2 Profit Attributable to Shareholders

The White House announced on the 13th that President Trump signed a proclamation imposing ad valorem tariffs of 10% to 100% on imported drones and their components, citing national security threats.

Zhitong FinanceAug 14 07:25

Seth Klarman's Baupost Adds Pershing Square in Q2; Boosts Amazon, Alphabet

Seeking AlphaAug 14 05:46

GDS CEO Says AI Is Transforming The Business As Sales Momentum Hits 'Strongest' Level Ever

BenzingaAug 14 01:16

Selected HK Stock Exchange Announcements | SMIC's Q2 profit surges approximately 260% year-on-year; CK Asset Holdings reports H1 net profit exceeding HK$8.6 billion

① SMIC's Q2 profits surged approximately 260% year-on-year; how high is the guidance for Q3? ② Cheung Kong Group reported net profits exceeding HKD 8.6 billion in the first half of the year; what was the growth rate?

cls.cnAug 13 21:34

GDS Holdings Q2 2026 Earnings Call Transcript

BenzingaAug 13 20:54

GDS Holdings Swings to Profit on Q2 2026 Revenue Growth and AI-Driven Data Center Demand

TipRanksAug 13 20:47

GDS Turns to Attributable Profit in Q2

MT NewswiresAug 13 20:39