The market rebound has opened a new pattern, with Consumer finance taking turns to make efforts, and Technology stocks may face a restorative opportunity.

Last Friday, the market saw a significant rebound in trading volume, with the Shanghai Composite Index climbing back above 3400 points. After experiencing violent fluctuations in the middle of last week, the market again showed signs of breaking upwards. Although this does not mean that a new round of index-driven market movements will immediately begin, it fundamentally alleviates the concerns over the previous breakdowns, and the subsequent view should still be focused on a structure of oscillation upwards.

cls.cnMar 16 21:25 ET

What to Expect in the Week Ahead (MU, NKE, and FDX Earnings; Fed Interest Rate Decision)

Moomoo Breakfast USMar 16 04:51 ET

Daiwa: Maintains GDS-SW "Buy" rating and raises Target Price to 49 HKD.

Daiwa released a Research Report stating that it maintains a "Buy" rating on GDS-SW (09698), with the Target Price raised from 46 HKD to 49 HKD. The report mentions that in the fourth quarter of fiscal year 2024 for GDS, the focus is on capital expenditure guidance and new contract pricing, as the acquisition of new Orders has raised questions in the market about GDS's funding strategy. Daiwa believes that GDS has sufficient channels to fully fund capital expenditures of up to 9 billion RMB this year without relying on equity financing. If new Orders exceed expectations, it is believed that GDS may further issue convertible Bonds, although this would imply future.

Sina Hong Kong stocksMar 14 06:17 ET

Daiwa: Maintains the "Buy" rating for GDS-SW (09698) and raises the Target Price to 49 Hong Kong dollars.

Daiwa believes that GDS Holdings has sufficient channels to fully fund capital expenditures of up to 9 billion yuan this year, without relying on equity financing.

Zhitong FinanceMar 14 03:53 ET

Earnings Preview: GDS Holdings to Report Financial Results Pre-market on March 19

Moomoo NewsMar 13 21:00 ET

Earnings Preview: GDS-SW to Report Financial Results on March 19

Moomoo NewsMar 12 21:00 ET

12 Information Technology Stocks Moving In Wednesday's Intraday Session

BenzingaMar 12 13:07 ET

GDS Holdings (GDS) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release

Zacks Mar 12 09:15 ET

Morgan Stanley Maintains GDS Holdings(GDS.US) With Buy Rating, Maintains Target Price $39

Moomoo NewsMar 11 12:31 ET · Ratings

GDS Holdings Ltd.: Buy Rating Affirmed on Strong Market Position and Growth Prospects

TipRanksMar 11 10:15 ET · Ratings

East Asian Securities: The valuation of Hong Kong Technology stocks still has room for revaluation, raising the Target Price for the Hang Seng Index to 26,000 points.

According to Zhitong Finance APP, Hong Kong stocks have recently significantly outperformed A-shares. Regarding the large gap in the performance of the two, Chan Wai Chung, senior investment strategist at East Asia Securities, pointed out that Hong Kong stocks have a higher weight in Technology stocks, while A-shares are not dominated by Technology stocks, making Hong Kong stocks more beneficial when speculating on the AI Concept.

Zhitong FinanceMar 10 08:48 ET

Express News | GDS Holdings Ltd: Proposed Deal for About RMB 2.9 Bln

ReutersMar 10 07:07 ET

GDS Announces First Ever Monetization Of Data Center Assets In China Through Sale To A Private REIT

GlobeNewswireMar 10 07:00 ET

Chinese Technology stocks are "siphoning" foreign capital from Emerging Markets, with AI narratives driving Global capital reallocation.

① How does the "siphoning" of foreign capital by China's Technology stocks have a profound impact on the market? ② Driven by AI narratives, how much space is there for foreign capital to flow back into China's Assets amid global capital reallocation?

cls.cnMar 10 04:43 ET

Has the "singularity" of AI in China arrived in 2025? JPMorgan: An application explosion is imminent, DeepSeek ignites demand for computing power, and Alibaba may become the biggest winner.

JPMorgan believes that the development of GAI in China is currently at the beginning of the second stage. Alibaba is a key player in the IaaS value chain, expected to outperform peers in the second stage of GAI development, and has the potential to become a beneficiary in the third stage of applications. Additionally, Kuaishou may be underestimated, while Baidu acts as both a "shovel seller" and a "gold digger."

wallstreetcnMar 10 04:23 ET

GDS Holdings successfully issued its first asset-backed securities for data center holdings, opening up new avenues for digital Infrastructure asset securitization.

Today, GDS Holdings announced the successful issuance of the "CITIC SEC-GDS Holdings 2025 Phase 1 Datacenter Holding Real Estate Asset-Backed Special Plan (Sustainability-Linked)," marking the birth of the first equity-type Asset-Backed Security ("ABS") in China's digital infrastructure sector. In this issuance, China Life Investment Asset Management Co., Ltd. ("China Life Investment") served as the overall coordinator and financing advisor for the product, coordinating domestic top institutional investors represented by China Life Insurance Company ("China Life") to subscribe for 70% of the ABS, while GDS Holdings subscribed for the remaining 30%, and ensured

GDSMar 10 00:00 ET

Amidst the divergence in technology stocks, new catalysts are emerging, and the logic of price increases in cyclical stocks may gradually attract market attention.

Track the entire lifecycle of the main Sector.

cls.cnMar 9 21:23 ET

The Mag 7 Stocks Are No Longer Magnificent. Where the Charts Say They Go Next. -- Barrons.com

Barron'sMar 7 09:54 ET

"The trend of 'the East rises while the West declines' accelerates, China’s Magnificent 7 surpasses the American stock market's 'seven giants'."

This year, China’s Technology giants launched a frenzy with a surge of 439 billion USD in Market Cap, leaving their once-unrivaled USA counterparts far behind.

Zhitong FinanceMar 7 03:14 ET

Will Chinese AI Stocks Surge Again Amid Multiple Catalysts?

Moomoo News GlobalMar 6 08:54 ET