7月31日，万国数据(GDS)开盘上涨2.71%，截至21:30，报36.225美元/股，成交260.27万美元，总市值 74.76亿美元。 8月20日，万国数据将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时间， 实际披露日期以公司公告为准）。 资料显示，万国数据控股有限公司(纳斯达克股票代码:GDS;港交所股票代码:9698)是中国及东南亚地区 领先的高性能数据中心运营商和服务商。公司的数据中心分布于对高性能数据中心需求广泛的中国核心 经济枢纽地区。为了满足客户更广泛的需求,公司还根据客户的选择在非一线城市地区建设和运营数据 中心。公司的数据中心规模大,电力供应充沛、密度高且高效,所有关键系统均具备多重冗余。公司中立 于运营商及云服务提供商,客户可自由选择与主要电信运营商连接,以及接入托管于公司数据中心的多家 云服务提供商。万国数据可为客户提供托管和管理服务,包括与领先的公有云进行直接私有连接、独特 创新的混合云管理服务平台,以及在需要时转售公有云服务。公司拥有23年安全可靠的数据中心托管及 管理服务经验,成功满足国内大型客户对于外包数据中心服务的高标准要求,目前所服务的客户主要包 ...

| 36 | | 阿里巴巴 | 2799.92 | | | --- | --- | --- | --- | --- | | 4 | | 小米集团-W | 1763.96 | | | 5 | | 拼多多 | 1603.06 | | | | 網易 | 网易 | 825.18 | 11 | | 7 | | 东方财富 | 520.85 | II | | 8 | | 中芯国际 | 516.85 | | | --- | --- | --- | --- | --- | | 9 | | 京东 | 457.68 | | | 10 | | 快手-W | 409.34 | | | II | | 腾讯音乐 | 326.82 | | | 12 | Bal Car | 目度 | 295.44 | | | 13 | | 理想汽车 | 283.13 | | | 14 | | 贝壳 | 221.36 | | | 15 | | 同花顺 | 218.78 | | | 16 | | 小鹏汽车 | 171.87 | | | 17 | | 中通快递 | 159.79 | | | 18 | | 科大讯飞 | 157.13 | | | 19 | | 蔚来 ...

Core Insights - The U.S. stock market is anticipated to remain volatile due to stalled trade talks with China and uncertainty surrounding the Federal Reserve's interest rate decision, prompting a focus on low-beta stocks as a strategic investment approach [1][2] Group 1: Market Conditions - The U.S. stock market is expected to experience volatility as trade discussions with China have stalled, leading to investor uncertainty [1] - Investors are apprehensive ahead of the Federal Reserve's interest rate decision, which may negatively affect borrowing costs and business growth [1] Group 2: Investment Strategy - Creating a curated portfolio of low-beta stocks is recommended as a prudent strategy to navigate market volatility [1][2] - Stocks such as Vipshop Holdings Limited (VIPS), GDS Holdings Limited (GDS), Futu Holdings Limited (FUTU), and Verona Pharma plc (VRNA) are highlighted as potential investment opportunities [2][9] Group 3: Stock Characteristics - Beta measures the volatility of a stock relative to the market, with a beta of less than 1 indicating lower volatility compared to the market [3][4] - A screening criterion for low-beta stocks includes a beta between 0 and 0.6, ensuring less volatility [5][6] Group 4: Company Highlights - **Vipshop Holdings**: Utilizes a strategy called "Made for Vipshop," offering exclusive products from over 200 brands, which are in high demand [7] - **GDS Holdings**: Recently secured a 152 MW AI data center order and plans to expand its 900 MW capacity in key markets, indicating strong demand [9][10] - **Futu Holdings**: A tech-driven company enhancing its platform with Futubull AI, a smart assistant for investment-related queries [11] - **Verona Pharma**: Its drug Ohtuvayre is a novel COPD treatment, combining bronchodilation and anti-inflammatory effects, marking a significant advancement in therapy [12]

Looking more specifically, GDS Holdings belongs to the Technology Services industry, which includes 122 individual stocks and currently sits at #87 in the Zacks Industry Rank. This group has gained an average of 12.9% so far this year, so GDS is performing better in this area. In contrast, SGS SA falls under the Business - Services industry. Currently, this industry has 26 stocks and is ranked #83. Since the beginning of the year, the industry has moved +15.3%. GDS Holdings and SGS SA could continue their s ...

Core Insights - GDS Holdings Limited (GDS) has shown a strong financial performance with a revenue increase of 11.96% year-on-year and a significant net profit growth of 320.64% as of March 31, 2025 [1][2] Financial Performance - As of March 31, 2025, GDS reported total revenue of 2.723 billion RMB and a net profit attributable to shareholders of 763 million RMB [1] - The company's stock opened at $38.105 per share, reflecting a 4.34% increase, with a total market capitalization of $7.864 billion [1] Company Overview - GDS is a leading high-performance data center operator and service provider in China and Southeast Asia, with data centers located in key economic hubs [2] - The company offers a range of services including colocation and management services, direct private connections to major public clouds, and innovative hybrid cloud management platforms [2] - GDS has 23 years of experience in providing reliable data center hosting and management services, catering to large-scale cloud service providers, major internet companies, financial institutions, and multinational corporations [2] Upcoming Events - GDS is scheduled to release its fiscal year 2025 interim report on August 20, 2023, with the actual disclosure date subject to company announcement [1]

Group 1 - Major stock index futures are showing positive movement, with Dow futures up 0.16%, S&P 500 futures up 0.24%, and Nasdaq futures up 0.40% [1] - Technology stocks are mostly rising, with Nvidia up over 1.5% and AMD and Advanced Micro Devices up over 1% [2] - Some Chinese concept stocks are experiencing significant gains, with Li Auto up over 4%, Global Data up over 3%, and Miniso and NIO up over 1% [2] Group 2 - Nvidia reportedly placed an order for 300,000 H20 chips from TSMC, contributing to its pre-market rise of over 1.5% [4] - Sarepta Therapeutics saw a pre-market surge of over 40% after the FDA authorized the resumption of its gene therapy Elevidys for treating Duchenne muscular dystrophy [5] - Apple announced the closure of its first direct store in China, located in Dalian, due to the departure of several retailers from the shopping center, with the store set to close on August 9, 2025 [6] Group 3 - Ford has signed a new $3 billion term loan agreement, which will last until July 28, 2026, with drawn loans maturing on December 31, 2028 [8] - Stellantis reported a 13% year-over-year decline in net revenue for the first half of 2025, totaling €74.3 billion, primarily due to declines in North America and Europe, resulting in a net loss of €2.3 billion compared to a net profit of €5.6 billion in the same period last year [9]

港股万国数据收涨4.5%，带动万国数据(GDS.US)美股盘前涨3.6%。消息上，近期多家机构发研报看好 万国数据，其中：大摩重申对万国数据等股票的正面看法，并列万国数据为行业首选股。花旗认为，维 持对万国数据的"买入"评级，目标价为51.2美元。而摩根大通此前亦将万国数据评级从中性上调至增 持，目标价从34美元上调至46美元。大摩指出，英伟达已正式提交在中国销售H20 GPU的申请，预料将 获美国当局核发许可证，对中国数据中心行业而言属重大利好消息，(格隆汇) ...

Core Viewpoint - GDS Holdings Limited has made significant progress in its Environmental, Social, and Governance (ESG) initiatives, achieving notable improvements in renewable energy usage, carbon intensity reduction, and ESG ratings, while aiming for carbon neutrality by 2030 [1][4]. Group 1: Renewable Energy and Sustainability Efforts - In 2024, GDS achieved a renewable energy usage rate of 40%, with 64% of this coming from directly purchased green power, marking over a 100% increase from 2023 [2]. - 87% of self-developed data centers are designed and operated in compliance with green building standards, with 42 data centers certified as green [2]. - The average Power Usage Effectiveness (PUE) improved from 1.28 in 2023 to 1.24 in 2024, contributing to a 15.8% reduction in carbon intensity compared to 2023 [2]. Group 2: ESG Ratings and Recognition - GDS's MSCI ESG rating was upgraded from BBB to A, and the company received a B rating in its first CDP assessment [3]. - The company was included in the S&P CSA Rating 2024 Yearbook, recognizing its leadership in the industry [3]. - GDS obtained the NZA-2 (Net Zero Assessment) rating from Moody's, validating its performance in Greenhouse Gas (GHG) Ambition, Implementation, and Governance, making it the only data center company globally to pass this assessment [3]. Group 3: Corporate Vision and Strategy - The company is committed to achieving carbon neutrality by 2030 and aims to evolve into a green intelligent infrastructure platform [4]. - GDS integrates sustainability into its core operations, enhancing operational excellence and responsible corporate governance [4]. - The leadership expresses confidence that innovative practices will foster enduring growth and continue to lead the industry forward [4].

智通财经7月29日电，美股盘前，科技股多数上涨，英伟达、超微电脑涨超1%。部分中概股上涨，理想 汽车涨超4%，万国数据涨超3%，名创优品、蔚来涨超1%。 ...

Group 1 - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of July 29, 2025 [1] - Alibaba leads the list with a market capitalization of 2,913.7 billion [3] - Xiaomi and Pinduoduo follow, with market capitalizations of 1,823.48 billion and 1,657.58 billion respectively [3] Group 2 - Meituan ranks sixth with a market capitalization of 990.12 billion [3] - Semiconductor Manufacturing International Corporation (SMIC) is in eighth place with a market cap of 530.08 billion [4] - JD.com and Kuaishou rank tenth and eleventh, with market capitalizations of 478.87 billion and 388.76 billion respectively [4] Group 3 - The list includes various companies from different sectors, such as Baidu at 307.33 billion and NIO at 109.38 billion [4][5] - The rankings reflect the competitive landscape of the Chinese tech industry, showcasing the significant market presence of these companies [1] - The data is calculated based on the market capitalization in USD, converted using the day's exchange rate [6]