Core Viewpoint - GDS Holdings (GDS.US) experienced a pre-market decline of over 1.5%, trading at $33, following a report from JPMorgan indicating that the company's Q3 performance was largely in line with expectations, including a one-time gain from the spin-off of data centers to C-REIT [1] Group 1 - JPMorgan's report suggests that GDS's Q3 results met the bank's expectations, which included a one-time gain from the data center spin-off [1] - Management anticipates challenges in 2026 due to weaker-than-expected new order performance since Q2 of this year, and potential further declines in Monthly Service Revenue (MSR) as existing contracts are renewed [1] - JPMorgan has lowered its price target for GDS's U.S. stock from $46 to $40 while maintaining an "Overweight" rating [1]
万国数据盘前跌超1.5%，管理层预期明年表现将面临阻力+小摩下调目标价