Group 1 - The core point of the article is that GDS Holdings Limited's subsidiary, DayOne Data Center, has successfully completed a Series C financing round, raising $2 billion, with a valuation increase of 100% compared to the previous round [1] - The financing was led by existing investor Coatue Management, with participation from Indonesia's sovereign wealth fund (INA) and various institutions from the US, Europe, and Asia-Pacific [1] - The funds raised will primarily be used to accelerate expansion strategies in key markets in Europe and Asia-Pacific, focusing on the construction of large-scale data centers in Finland and ongoing expansion in the "New Greater Bay Area" [1] Group 2 - In the European market, the financing will support the development of two major data center parks in Lahti and Kouvola, Finland [1] - In the Asia-Pacific region, the funds will facilitate continued expansion in Thailand, Japan, and Hong Kong, aiming to deliver AI-ready infrastructure quickly [1] - As of the report, GDS Holdings' stock price increased by 3.62% to HKD 39.46, with a trading volume of HKD 179 million [1]

万国数据-SW(09698)再涨超5%，截至发稿，涨4.73%，报39.88港元，成交额1.6亿港元。 DayOne明确表示，本轮融资将重点用于加速其在欧洲和亚太两大关键市场的扩张战略。在欧洲市场， 资金将主要用于推进芬兰拉赫蒂（Lahti）和科沃拉（Kouvola）两大超大规模园区的建设；在亚太地 区，资金将支持公司在"新柔廖"三角区的持续扩展，同时加速在泰国、日本和香港市场的布局，以快速 交付具备AI就绪能力的基础设施。 消息面上，1月5日，万国数据旗下国际业务平台DayOne数据中心宣布成功完成C轮融资，募资规模达20 亿美元，并已签署最终协议。本轮融资由现有投资者Coatue Management领投，印尼主权财富基金 （INA）以及来自美国、欧洲和亚太地区的多家机构跟投，融资定价较上一轮溢价100%。 ...

DayOne明确表示，本轮融资将重点用于加速其在欧洲和亚太两大关键市场的扩张战略。在欧洲市场， 资金将主要用于推进芬兰拉赫蒂（Lahti）和科沃拉（Kouvola）两大超大规模园区的建设；在亚太地 区，资金将支持公司在"新柔廖"三角区的持续扩展，同时加速在泰国、日本和香港市场的布局，以快速 交付具备AI就绪能力的基础设施。 消息面上，1月5日，万国数据旗下国际业务平台DayOne数据中心宣布成功完成C轮融资，募资规模达20 亿美元，并已签署最终协议。本轮融资由现有投资者Coatue Management领投，印尼主权财富基金 （INA）以及来自美国、欧洲和亚太地区的多家机构跟投，融资定价较上一轮溢价100%。 智通财经APP获悉，万国数据-SW(09698)再涨超5%，截至发稿，涨4.73%，报39.88港元，成交额1.6亿 港元。 ...

Core Viewpoint - GDS Holdings Limited has shown strong performance, driven by its subsidiary's successful fundraising of $2 billion to support global expansion efforts [1][2]. Group 1: Fundraising and Expansion - GDS Holdings' subsidiary, DayOne Data Centers Ltd., secured $2 billion in Series C financing from various institutional investors, including Coatue and the Indonesia Investment Authority, to enhance its expansion in Europe and Asia Pacific [2][4]. - The funds will be utilized to develop DayOne's platform in Finland, focusing on major hyperscale campuses in Lahti and Kouvola, which are integral to its European strategy [3]. - In the Asia-Pacific region, the capital will facilitate the expansion of DayOne's operations across the SIJORI region (Singapore, Johor, and Batam) and other markets such as Thailand, Japan, and Hong Kong, aiming to provide high-density, AI-ready capacity [4]. Group 2: Financial Backing - DayOne Data Centers also received support from Brookfield Asset Management and an unnamed sovereign investor for an additional €1 billion in debt facilities, further strengthening its financial position [5].

Group 1 - The Nasdaq Golden Dragon China Index increased by 1.09% on January 8 [1] - Key Chinese stocks saw significant gains, with GDS Holdings rising over 8% and Bilibili increasing by more than 6% [1] - Tencent Music and Alibaba both rose by over 5%, while other companies like Kingsoft Cloud and Xpeng Motors saw increases of over 3% [1] Group 2 - JD.com and Vipshop experienced gains of over 2%, while ZTO Express and Futu Holdings rose by more than 1% [1] - Ctrip and NetEase had slight increases, indicating a generally positive market sentiment for these companies [1] - Conversely, Baidu and Bawang Tea House fell by over 3%, with Manbang and NIO also experiencing declines of more than 1% [1]

Core Viewpoint - Chinese concept stocks experienced a midday rally, with Bilibili (BILI.US) rising over 7% due to Morgan Stanley's assessment of its advertising business as stable, while the outlook for its gaming segment remains uncertain [1] Group 1: Bilibili (BILI.US) - Bilibili's advertising business is performing steadily, but the future of its gaming business is unclear [1] - Morgan Stanley has assigned a "market perform" rating to Bilibili's U.S. stock with a target price of $26 [1] - Bilibili plans to invest in AI infrastructure by 2026 to enhance algorithm accuracy and aims to strengthen brand influence through continued collaboration with CCTV [1] Group 2: Other Chinese Stocks - Alibaba (BABA.US) saw an increase of over 5.5% [1] - GDS Holdings (GDS.US) rose more than 7.6% [1] - Tencent Music (TME.US) increased by over 3% [1]

Core Insights - The 2026 Bloomberg Green Finance Awards ceremony was successfully held at the MGM Hotel in Shanghai, emphasizing the importance of aligning with China's "dual carbon" goals and the evolving global business landscape [2] - The event introduced two new evaluation systems: the "Green Finance List" and the "ESG Potential Enterprises" list, alongside existing categories for "ESG Leading Enterprises" and "Outstanding ESG Projects" [2] Green Finance List - The Green Finance List focuses on the green development and innovation within China's financial sector, developed in collaboration with the Central University of Finance and Economics [3] - It aims to respond to national green finance policies and promote the green transformation of financial institutions and enterprises [3] ESG Potential Enterprises - The ESG Potential Enterprises list is based on Bloomberg's proprietary analysis of corporate data, utilizing a comprehensive ESG matrix covering four dimensions, 16 core issues, and 41 sub-issues [4] - The matrix addresses nine major themes, including climate action, energy and ecological management, product safety, employee health, and social responsibility, to identify companies with long-term value and industry leadership potential [4] Complete Lists Released - The ESG Leading Enterprises include CHINT Group Co., Ltd., Tingyi Holding Corp. (Master Kong), Trina Solar Co., Ltd., and several others [5][6][7] - Outstanding ESG Projects feature initiatives from Beijing Fuping Social Venture Capital Co., Ltd., Envision Energy, LONGi Green Energy Technology Co., Ltd., and others [7][8] Green Financial Institutions - The Green Financial Institutions recognized include Bank of China (Hong Kong) Limited, Guotai Junan International Holdings Limited, Industrial Bank Co., Ltd., and others [9][10] Innovation Drivers - The ESG Innovation Drivers include organizations such as the Alliance for Water Stewardship, Climate Bonds Initiative, and Shanghai Advanced Institute of Finance [10] ESG Advocates - The ESG Advocates list features companies like Hydrowell (Taicang) Energy Technologies Co., Ltd., Ningbo Joyson Electronics Corp., and Skyworth Group Limited [11] Future Outlook - Bloomberg Green Finance aims to collaborate with more practitioners to explore core trends and future pathways for sustainable development, accumulating cross-disciplinary wisdom and solutions [13]

Market Performance - Major US stock indices closed higher, with the Dow Jones reaching a record high, driven by strong gains in financial stocks [1][3] - The Dow rose by 594.79 points, or 1.23%, closing at 48,977.18 points; the Nasdaq increased by 160.19 points, or 0.69%, to 23,395.82 points; and the S&P 500 gained 43.58 points, or 0.64%, ending at 6,902.05 points [3] Sector Performance - The S&P 500 energy sector index rose by 2.7%, with major stocks like ExxonMobil and Chevron seeing significant increases due to military actions in Venezuela [5] - The S&P 500 financial sector index increased by 2.2%, with both Goldman Sachs and JPMorgan Chase rising over 3% and reaching all-time highs [6] Technology Stocks - Most large-cap tech stocks saw gains, with Tesla up 3.10%, Amazon up 2.9%, and Meta up 1.29%. However, Microsoft fell by 0.02%, Nvidia dropped by 0.39%, and Apple decreased by 1.38% [3][4] Cryptocurrency and Related Stocks - Cryptocurrency-related stocks experienced a rise, with Strategy stock increasing nearly 5% and Coinbase surging by 7.8% as Bitcoin prices hit a three-week high [6] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.49%, with notable gains in stocks like Beike up over 6% and Bilibili and Tencent Music each up over 3% [6]

6 January 2026 | 1:09AM HKT Equity Research GDS Holdings (GDS): DayOne announced Series C equity financing at US$7.4bn pre-money valuation, in line with GSe; Buy What happened GDS Holdings (GDS/9698.HK) announced on Jan.5 that DayOne has entered into agreements for US$2.1bn Series C equity financing. As per the announcement, the Series C financing includes investors from the US, Europe and APAC, and was led by Coatue Management and supported by additional leading institutions, including the Indonesia Invest ...

Core Viewpoint - The U.S. stock market experienced mixed results on the first trading day of 2026, with the Dow Jones Industrial Average rising by 0.66% and the S&P 500 increasing by 0.19%, while the Nasdaq Composite saw a slight decline of 0.03% [1] Group 1: U.S. Stock Market Performance - The Dow Jones Industrial Average increased by 0.66% [1] - The S&P 500 index rose by 0.19% [1] - The Nasdaq Composite index decreased by 0.03% [1] Group 2: Chinese Stocks Performance - The Nasdaq China Golden Dragon Index surged by 4.38% [1] - Notable individual stock performances included Baidu Group rising over 15%, Pony.ai increasing over 10%, and Global Data rising nearly 10% [1] - Other significant gains were seen in Tiger Brokers (over 9%), JinkoSolar (over 8%), Bilibili and NetEase (over 7%), and Alibaba and Canadian Solar (over 6%) [1] Group 3: Cryptocurrency Market - Major cryptocurrencies experienced a collective increase, with Bitcoin surpassing the $90,000 mark [1] - Over the past 24 hours, more than 110,000 individuals faced liquidation in the cryptocurrency market [1]