美国白宫：沙特DataVolt公司将继续推进计划中的200亿美元投资，重点用于美国的人工智能数据中心 和能源基础设施建设。 ...

在全球人工智能技术突飞猛进、云计算产业蓬勃发展的双重驱动下，数据中心作为数字经济的核心基础 设施，正成为资本市场竞相追逐的战略性资产。近日，一则消息在全球数据中心产业激起千层浪。 今年2月，国际评级机构惠誉（Fitch）曾将WinTriX的长期外币和本币发行人违约评级从"BBB-"下调 至"BB"，评级展望为"稳定"。惠誉预计，随着WinTriX将战略转向专注于海外投资，该公司将面临明显 更高的商业风险。其进一步指出，超大规模数据中心需求放缓和中国市场竞争加剧是WinTriX将面临的 额外风险之一。 据多家媒体援引知情人士透露，美国私募股权投资巨头贝恩资本（Bain Capital）正在启动旗下数据中 心运营商WinTriX DC Group中国业务的出售计划，这笔潜在交易的估值预计将超过40亿美元（约合人 民币289.67亿元）。如果交易成功，这将是近年来亚洲市场最大的数字基础设施资产处置案例之一。据 称，目前贝恩资本已聘请投行顾问，与潜在买家展开初步接洽。 值得关注的是，贝恩资本此次出售计划并非全面撤离数据中心赛道，而是基于区域战略的精准调整。有 媒体援引知情人士说法，尽管计划剥离WinTriX中国业务， ...

本报讯 （记者金婉霞）为贯彻落实中国证监会《上市公司监管指引第10号——市值管理》、上海市国资委《关于加强我市 国有控股上市公司市值管理工作的若干意见》等文件精神，推动上海市国有控股上市公司在做强做优做大、提升内在价值的同 时，进一步强化投资者关系管理、提高信息透明度、增进市场认同，上海市国资委联合上交所，于2025年5月9日下午共同举办 上海国有控股上市公司2024年度集体业绩说明会。 本次会议汇聚了包括上海国际港务（集团）股份有限公司、上海华谊集团股份有限公司、 关于股东回报规划及落地保障，财务总监李静强调公司十分重视股东回报，将严格落实相关规则要求，制定利润分配政 策，积极实施利润分配。未来，公司将持续依据相关规则，做优做强主业，推动积极、稳健的股东回报政策。 数据港发言环节，总裁王信菁回顾了数据港十五年的发展历程，表示公司在上海市区两级国资委、上交所及广大投资者的 支持与呵护下，逐渐从一家初创企业成长为行业领先的第三方数据中心服务商。"保持战略定力、胸怀创业梦想、坚持实干笃 行"是数据港持续发展的关键要素，王信菁指出，未来数据港将继续着眼国家数字经济战略和国企改革顶层布局，勇担"双百企 业"发展重任， ...

Group 1 - The core viewpoint of the news is that the Shanghai State-owned Assets Supervision and Administration Commission and the Shanghai Stock Exchange held a performance briefing for state-controlled listed companies, focusing on their operational performance and future strategic planning [1] - DataPort's President emphasized the importance of maintaining strategic determination and practical execution for sustainable development, aligning with national digital economy strategies and state-owned enterprise reforms [1] - DataPort's management highlighted significant improvements in operational performance, management quality, and operational efficiency for 2024, driven by the implementation of intelligent management platforms [1] Group 2 - In response to being recognized as a "Double Hundred Enterprise," DataPort plans to propose multiple reform measures focusing on strategic customer foundations and innovative development solutions [2] - DataPort's financial director stated that the company prioritizes shareholder returns and will implement a profit distribution policy in accordance with relevant regulations [2] - The company aims to deepen its integration into the national digital economy strategy, capitalizing on the growing demand for data centers driven by the rise of generative artificial intelligence [2]

大众交通（集团）股份有限公司 二〇二四年年度股东大会文件 二〇二五年五月 大众交通（集团）股份有限公司 为了维护广大股东的合法权益，确保股东大会能够依法行使职权，根据《中 华人民共和国公司法》《中华人民共和国证券法》《上市公司股东会规则》《公司 章程》以及《公司股东大会议事规则》的有关规定，特制定本次股东大会会议须 知如下，务请出席股东大会的全体人员遵照执行。 一、大会设秘书处，负责会议的组织工作和办理相关事宜。 二、大会期间，全体出席人员应以维护股东的合法权益、确保大会的正常秩 序和议事效率为原则，自觉履行法定义务。 三、根据中国证监会《上市公司股东会规则》和上海证监局《关于维护本市 上市公司股东大会会议秩序的通知》，本次股东大会不向股东发放礼品。 四、股东出席大会，依法享有发言权、质询权、表决权等权利。股东如需发 言或就有关问题提出质询的，应当在会议开始前向大会秘书处登记，并填写"股 东大会发言登记表"，经大会秘书处许可，方可发言。每位股东发言时间一般不 超过 5 分钟，发言次数限一次。与本次股东大会议题无关或泄露公司商业秘密或 有损公司、股东共同利益的质询，大会主持人或其指定的有关人员有权拒绝回答。 五 ...

Investment Rating - The report provides an overall positive outlook for the technology hardware sector, indicating a recovery in valuations due to tariff easing between China and the U.S. [1] Core Insights - The easing of tariffs is expected to stabilize costs for key components in the consumer electronics supply chain, particularly benefiting companies in the Apple supply chain [2][8] - The semiconductor sector will experience short-term cost relief, but domestic replacements in China are anticipated to grow, impacting market shares of U.S. companies like Texas Instruments and Intel in the long run [2][9] - Data center hardware costs are projected to decrease, enhancing profit margins for companies involved in AI server production and data center construction [2][11] - The tariff policy is moving towards a more rational level, reducing the risk of further escalation, although long-term uncertainties remain [2][12] Consumer Electronics - Supply chain pressures are expected to ease, with most products under a 90-day tariff exemption, leading to a stabilization of costs for iPhone and other hardware components [2][8] - Companies such as Sunny Optical, Q Tech, and Luxshare are likely to see margins recover to pre-tariff levels, with stable order flows from assemblers [2][8] Semiconductors - U.S. semiconductor companies will benefit from reduced export costs due to tariff cuts, particularly Texas Instruments and Analog Devices, which have significant sales in China [2][9] - Despite short-term benefits, the market share of U.S. chipmakers is expected to decline as domestic Chinese manufacturers continue to grow [2][10] Data Centers - The reduction in tariffs on GPU servers and optical modules will lower BOM costs, positively impacting profit margins for AI server manufacturers [2][11] - The overall construction costs for data centers in the U.S. are expected to decrease, potentially accelerating the construction timeline [2][11] Policy Outlook - The report suggests that tariff policies are trending towards rationalization, with ongoing negotiations expected to address various trade issues [2][12] - Future discussions may include topics such as fentanyl control and export restrictions on advanced technologies [2][12]

Group 1 - The A-share AI technology sector opened high on May 13 but experienced fluctuations and a subsequent decline [1] - The ChiNext AI ETF (159381) closed flat at midday, with its largest holding, Xinyi Technology, rising by 2.6% [1] - The ChiNext AI ETF has the lowest comprehensive fee rate among AI ETFs, with an annual management fee of 0.15% and a custody fee of 0.05% [1] Group 2 - The ChiNext AI ETF tracks the ChiNext AI Index, selecting AI-focused companies listed on the ChiNext, covering hardware, software, and application leaders in the AI industry [1] - The top ten holdings of the ETF include leading companies in optical modules, optical chips, IT services, and data centers, such as Xinyi Technology, Zhongji Xuchuang, and Tianfu Communication [1] - Recent developments in the AI sector are expected to catalyze growth, with Tencent and Alibaba set to release their Q1 reports on May 14, focusing on Capex guidance and AI application progress [1] Group 3 - The ByteDance AI conference on May 13 will feature upgrades to the Doubao large model family and the release of several Agent tools [2] - The Alibaba AI conference on May 13-14 will announce the commercialization of Qwen3 and showcase its applications in enterprise-level Agents [2] - Huaxi Securities notes that the appreciation of the RMB will help boost Chinese assets, with AI+ becoming a key allocation theme in May due to ongoing high capital expenditure in the AI sector [2] Group 4 - Industrial events in the AI sector are expected to catalyze growth, with the domestic technology industry at a critical breakthrough point [2] - Industrial trends suggest that the technology sector, having adjusted to low levels, may regain focus as new industry events emerge in May and June [2] - The emphasis on self-reliance and application-oriented development by the state indicates significant potential for the domestic AI industry chain and applications in the medium to long term [2]

完善绿电、绿证交易制度。政府部门、电网企业、交易中心等相关方需要共同建立起常态化的绿证、绿 电交易等市场机制，同时保证其中环境权益的唯一性、权威性、可溯源性，提高其在全球范围内的认可 度。在绿电供给较为紧张的地区，宜进一步畅通跨省跨区绿电交易机制，从而提高交易频次、交易规模 和输电通道的可得性。 发展算力与电力系统的友好互动，有利于实现电网清洁化和数据中心用电低碳化的协同效应。 在碳中和背景下，解决算力增长带来的能耗和碳排放问题变得尤为迫切。随着全球产业数字化、智能化 转型升级趋势进一步加深，尤其在人工智能技术进步的带动下，算力已成为最受重视的战略性生产力， 市场需求快速攀升，预计未来五年内全球算力规模年均增速将超过50%。同时，由于算力产生于数据中 心的运行，伴随着大量的电力消耗，全球数据中心年用电量预计将从2022年的4600亿千瓦时快速上升到 2030年的7500亿~2.3万亿千瓦时，对应年碳排放将达到约3.4亿~10.4亿吨二氧化碳。要在大力发展数字 经济的同时实现碳中和目标，必须实现算力增长与电力消耗碳排放的解耦。若算力发展能在未来进一步 打破由传统能源带来的碳排放约束，实现规模化增长，算力驱动的数 ...

Core Viewpoint - Century Internet (VNET) has shown significant financial growth, with a notable increase in revenue and net profit, indicating strong operational performance and market position in the digital infrastructure sector [1][2]. Financial Performance - As of December 31, 2024, Century Internet reported total revenue of 8.259 billion RMB, representing a year-on-year growth of 11.41% [1]. - The company's net profit attributable to shareholders reached 183 million RMB, marking a substantial year-on-year increase of 106.93% [1]. Business Operations - Century Internet operates over 50 data centers across more than 30 cities in China, with a base business operational capacity exceeding 480 MW and over 52,000 cabinets in urban business operations [2]. - The company has established large-scale data center industry clusters in key regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macau, providing a robust digital infrastructure [2]. Strategic Partnerships - As a strategic partner of Microsoft, Century Internet operates international-standard cloud services including Microsoft Azure, Microsoft 365, Dynamics 365, and Power Platform in China [2]. - The company has built a solid foundation for business development for over 6,000 high-quality enterprise clients, including nearly 100 leading companies in high-growth industries [2].

5月12日，万国数据(GDS)开盘上涨11.47%，截至21:30，报28.37美元/股，成交415.55万美元，总市值 55.15亿美元。 5月28日，万国数据将披露2025财年一季报（数据来源于纳斯达克官网，预计披露日期为美国当地时 间，实际披露日期以公司公告为准）。 资料显示，万国数据控股有限公司(纳斯达克股票代码:GDS;港交所股票代码:9698)是中国及东南亚地区 领先的高性能数据中心运营商和服务商。公司的数据中心分布于对高性能数据中心需求广泛的中国核心 经济枢纽地区。为了满足客户更广泛的需求,公司还根据客户的选择在非一线城市地区建设和运营数据 中心。公司的数据中心规模大,电力供应充沛、密度高且高效,所有关键系统均具备多重冗余。公司中立 于运营商及云服务提供商,客户可自由选择与主要电信运营商连接,以及接入托管于公司数据中心的多家 云服务提供商。万国数据可为客户提供托管和管理服务,包括与领先的公有云进行直接私有连接、独特 创新的混合云管理服务平台,以及在需要时转售公有云服务。公司拥有23年安全可靠的数据中心托管及 管理服务经验,成功满足国内大型客户对于外包数据中心服务的高标准要求,目前所服务的客户主要 ...