美股异动|阿里云栖大会将于本周三开幕,万国数据盘前涨近2%
Ge Long Hui·2025-09-22 08:47

Core Viewpoint - GDS Holdings (GDS.US) saw a nearly 2% pre-market increase, reaching $39.7, amid the upcoming 2025 Cloud Summit in Hangzhou, which will focus on AI, cloud computing, and industry applications [1] Group 1: Event Highlights - The 2025 Cloud Summit will take place from September 24 to 26 in Hangzhou, themed "Cloud Intelligence Integration · Carbon and Silicon Symbiosis" [1] - The summit will feature three main forums: "Cloud Summit Outlook," "Cloud Technology," and "Incalculable Value," focusing on the latest trends in AI and cloud computing [1] Group 2: Industry Insights - Huawei recently announced its Ascend AI chip technology roadmap at the recent Connect Conference, indicating advancements in AI capabilities [1] - CITIC Securities' report expresses optimism regarding the downstream AI computing power demand represented by the internet sector, suggesting that domestic computing power is expected to enhance product competitiveness in terms of single-card performance and cluster performance [1] - The report recommends attention to the domestic computing chip industry, server sector, and OCS optical device supply chain companies [1]