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<Research>M Stanley Rates GDS Holdings, VNET Group as Overweight w/ Higher TPs
Recommend 12 Positive 7 Negative 6 |
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Scale demand, resource availability, and policies are collectively driving future AI data center deployments by hyperscale operators towards remote areas, Morgan Stanley wrote in its research report. Morgan Stanley believes that the supply-demand dynamics of the data center market in remote areas will be healthier and have stable return prospects in the AI era, characteristics that will benefit leading data center operators with strong resource pipelines. Optimistic about GDS Holdings (GDS.US), Morgan Stanley has rated it as Overweight and listed it as a top pick, with a target price lifted from USD54 to USD64. The broker is also upbeat about VNET Group (VNET.US) for its first-mover advantage. VNET Group has been rated as Overweight, with a target price raised from USD14 to USD16. AAStocks Financial News |
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