Core Viewpoint - Goldman Sachs reported that despite expectations of supply constraints in the second quarter of 2025, the demand for AI in Chinese data centers remains relatively calm. However, GDS and Century Internet still achieved better-than-expected revenue and EBITDA, benefiting from a steady pace of customer onboarding and resilient pricing, reflecting their discipline in accepting high-quality orders and delivering new capacity [1]. Group 1: Company Performance - GDS's stock price increased by 0.91% to $33.28 in pre-market trading [1]. - Goldman Sachs reiterated a "Buy" rating for GDS, raising its ADR target price from $40 to $42 [1]. - GDS's revenue and EBITDA exceeded expectations, indicating strong operational performance [1]. Group 2: Market Metrics - GDS's closing price on September 2 was $32.98, with a trading volume of 2.0946 million shares [1]. - The stock's 52-week high and low were $52.50 and $15.91, respectively [1]. - GDS's total market capitalization is approximately $6.514 billion [1].
美股异动丨万国数据盘前涨约1% 获高盛看好并上调目标价