Core Viewpoint - Morgan Stanley reports that DayOne, a global data center operator under GDS Holdings, is set to build Thailand's first 1GW data center park, indicating strong growth potential for the company [1] Group 1: Expansion Plans - DayOne plans to expand its Chonburi Phase 1 park and adjacent land, increasing the power supply capacity to 300MW [1] - A memorandum of understanding has been signed with Amata Group for the Chonburi Phase 2 park [1] Group 2: Renewable Energy Initiatives - DayOne has signed a renewable energy agreement to incorporate solar power into its operations [1] Group 3: Market Outlook - Morgan Stanley maintains a positive outlook on DayOne's expansion plans, expecting the related contracts to provide additional momentum [1] - The firm retains an "Overweight" rating on GDS Holdings with a target price of $54 [1]
大行评级丨大摩：维持万国数据“增持”评级 DayOne增长潜力可期