GDS Holdings: AI Boom Fuels Rally, But Monetization Risks Remain (Rating Upgrade)
Portfolio Pulse from
GDS Holdings shares have surged due to positive sentiment on China's AI sector, influenced by DeepSeek's AI model and the Alibaba-Apple partnership. The rating for GDS has been upgraded to Hold from Sell, with potential benefits from increased data center capex by major CSPs like Alibaba and Tencent.
February 24, 2025 | 2:00 pm
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GDS Holdings shares have surged due to bullish sentiment on China's AI sector, driven by DeepSeek's AI model and Alibaba-Apple partnership. The rating is upgraded to Hold from Sell, with potential benefits from increased data center capex by Alibaba and Tencent.
The upgrade from Sell to Hold indicates improved sentiment towards GDS Holdings, driven by the AI sector's growth and strategic partnerships. The potential for increased data center investments by Alibaba and Tencent further supports a positive outlook.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100