Group 1 - Bank of America has raised the target price for GDS Holdings (GDS.US) by 6%, from HKD 49.7 to HKD 52.8 for Hong Kong stocks, and from USD 50.6 to USD 53.8 for US stocks, maintaining a "Buy" rating [1] - Alibaba recently announced at the 2025 Alibaba Cloud Conference that its token consumption doubles every 2 to 3 months, indicating an increase in AI workloads [1] - Alibaba plans to invest over RMB 380 billion in AI and cloud computing over the next three years, reflecting a strong commitment to these sectors [1] Group 2 - The report highlights that the progress of domestic AI chips is good, supporting the growth of data center orders [1] - Based on the improved outlook, Bank of America has adjusted GDS's EBITDA forecast for 2026 to 2027 upwards by 1% to 3% [1]
美银：上调万国数据-SW目标价至52.8港元 维持“买入”评级