Group 1 - The stock of GDS Holdings Limited (09698) opened lower but rose over 4% in the afternoon, reaching a price of HKD 39.52 with a trading volume of HKD 517 million [1] - The National Development and Reform Commission has issued a notice to further promote the normalization of Real Estate Investment Trusts (REITs) in the infrastructure sector, which includes specific measures to expand the market and support fundraising [1] - According to Jefferies, newly listed REITs can apply for asset injection six months post-IPO, which could accelerate acquisitions, positively impacting GDS Holdings and Century Internet [1] Group 2 - Huatai Securities reported that GDS Holdings shared key investor concerns at a strategy meeting, highlighting continuous improvement in the domestic data center business and an increase in new orders [1] - The data center industry is currently experiencing a cycle of supply and demand improvement [1] - DayOne is actively launching new projects in Europe and Southeast Asia, aiming to achieve a target of signing 1GW capacity within three years [1] - GDS Holdings successfully issued the first batch of domestic data center REITs, receiving significant market attention and reflecting capital market recognition of high-quality digital infrastructure assets [1]
港股异动 | 万国数据-SW(09698)午后涨超4% 基础设施REITs常态化申报加速IPO流程 公司有望显著受益