Movement Alert｜GDS-SW Rises 3.22% in Regular Trading, Goldman Sachs Recommends Data Center Sector as Q2 Earnings Window Approaches

Market Focus09:33

On August 7, GDS-SW rose 3.22% in regular trading, trading at 31.62 HKD/share, with turnover of HKD 18.87 million.

On the news front, Goldman Sachs recently raised its forecast for domestic large language model annualized recurring revenue significantly to USD 13 billion, and explicitly recommended overweighting cloud computing and data center sectors, naming GDS as its top pick among Hong Kong-listed stocks. Meanwhile, the company's Q2 earnings release is scheduled for August 13, with market consensus expecting net revenue of approximately RMB 3.086 billion, representing a 9.32% year-over-year increase. The dual catalyst of a sector-level endorsement and an approaching earnings window boosted sentiment.

Supporting the medium-term outlook, the company reported net new signings of approximately 200MW in Q1, a single-quarter record high. Multiple institutions maintain Buy ratings, noting that the strong order backlog enhances revenue visibility into the future. Goldman Sachs maintains a Buy rating with an H-share target price of HKD 54.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1149208357?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-07 09:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1149208357","market":"us","top_or_hot":-1,"title":"Movement Alert｜GDS-SW Rises 3.22% in Regular Trading, Goldman Sachs Recommends Data Center Sector as Q2 Earnings Window Approaches","media":"Market Focus","content":"<p><p>On August 7, GDS-SW rose 3.22% in regular trading, trading at 31.62 HKD/share, with turnover of HKD 18.87 million.</p><p>On the news front, Goldman Sachs recently raised its forecast for domestic large language model annualized recurring revenue significantly to USD 13 billion, and explicitly recommended overweighting cloud computing and data center sectors, naming GDS as its top pick among Hong Kong-listed stocks. Meanwhile, the company's Q2 earnings release is scheduled for August 13, with market consensus expecting net revenue of approximately RMB 3.086 billion, representing a 9.32% year-over-year increase. The dual catalyst of a sector-level endorsement and an approaching earnings window boosted sentiment.</p><p>Supporting the medium-term outlook, the company reported net new signings of approximately 200MW in Q1, a single-quarter record high. Multiple institutions maintain Buy ratings, noting that the strong order backlog enhances revenue visibility into the future. Goldman Sachs maintains a Buy rating with an H-share target price of HKD 54.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Movement Alert｜GDS-SW Rises 3.22% in Regular Trading, Goldman Sachs Recommends Data Center Sector as Q2 Earnings Window Approaches</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMovement Alert｜GDS-SW Rises 3.22% in Regular Trading, Goldman Sachs Recommends Data Center Sector as Q2 Earnings Window Approaches\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-08-07 09:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>On August 7, GDS-SW rose 3.22% in regular trading, trading at 31.62 HKD/share, with turnover of HKD 18.87 million.</p><p>On the news front, Goldman Sachs recently raised its forecast for domestic large language model annualized recurring revenue significantly to USD 13 billion, and explicitly recommended overweighting cloud computing and data center sectors, naming GDS as its top pick among Hong Kong-listed stocks. Meanwhile, the company's Q2 earnings release is scheduled for August 13, with market consensus expecting net revenue of approximately RMB 3.086 billion, representing a 9.32% year-over-year increase. The dual catalyst of a sector-level endorsement and an approaching earnings window boosted sentiment.</p><p>Supporting the medium-term outlook, the company reported net new signings of approximately 200MW in Q1, a single-quarter record high. Multiple institutions maintain Buy ratings, noting that the strong order backlog enhances revenue visibility into the future. Goldman Sachs maintains a Buy rating with an H-share target price of HKD 54.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"09698","symbol_name":"万国数据-SW","start_time":0,"source_url":"","article_id":"1149208357","we_media_id":"1054767329","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1149208357","pubTimestamp":1786066381,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Market Focus","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1054767329","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"summary":"On August 7, GDS-SW rose 3.22% in regular trading, trading at 31.62 HKD/share, with turnover of HKD 18.87 million.On the news front, Goldman Sachs recently raised its forecast for domestic large...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"09698":"万国数据-SW"},"translate_title":"走势警报|GDS-SW 常规交易中上涨 3.22%，高盛推荐数据中心板块，第二季度财报窗口临近","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09698":1},"content_text":"On August 7, GDS-SW rose 3.22% in regular trading, trading at 31.62 HKD/share, with turnover of HKD 18.87 million.On the news front, Goldman Sachs recently raised its forecast for domestic large language model annualized recurring revenue significantly to USD 13 billion, and explicitly recommended overweighting cloud computing and data center sectors, naming GDS as its top pick among Hong Kong-listed stocks. Meanwhile, the company's Q2 earnings release is scheduled for August 13, with market consensus expecting net revenue of approximately RMB 3.086 billion, representing a 9.32% year-over-year increase. The dual catalyst of a sector-level endorsement and an approaching earnings window boosted sentiment.Supporting the medium-term outlook, the company reported net new signings of approximately 200MW in Q1, a single-quarter record high. Multiple institutions maintain Buy ratings, noting that the strong order backlog enhances revenue visibility into the future. Goldman Sachs maintains a Buy rating with an H-share target price of HKD 54.(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.47.1","shortVersion":"4.47.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1149208357","isCrawlerRequest":true}