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GDS 아이콘

GDS Holdings

23.08 USD
-2.24
8.85%
장 마감 시점 업데이트됨 10월 16일 PM 4:00 EDT
프리마켓
시간외 거래
23.08
0.00
0%
1일
-8.85%
5일
-24.23%
1개월
-24%
3개월
-29.53%
6개월
-46.29%
연초 이후
-39.8%
1년
-30.65%
5년
-60.81%
10년
121.71%
 

소개: GDS Holdings started as an IT service provider in 2001, then moved to the data center business with its first self-developed data center opening in 2010. The company now develops and operates data centers in China and also builds, operates, and transfers data centers for other clients. It offers colocation and managed services and mainly targets hyperscale cloud service customers who take large areas of its data centers or even whole data centers under long-term contracts. Its data centers are located predominantly in and around the Tier 1 cities in China, and it has also started expanding into Southeast Asia via the now 23% owned DayOne. GDS listed on the Nasdaq in 2016 and completed a secondary listing in Hong Kong in 2020.

직원 수: 2,434

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긍정적
중립
부정적
투자 심리 3개월
긍정적 60%
중립 35%
부정적 5%
긍정적
Seeking Alpha
지난달
Baron Real Estate Fund Q2 2026 Portfolio Activity
Baron Real Estate Fund delivered strong results in the second quarter. The Fund increased 11.89% (Institutional Shares). Shares of Hyatt Hotels Corporation appreciated materially following strong first quarter results and an Investor Day in May that outlined strong long-term growth targets. Shares of AAON, Inc. rose during the quarter following an exceptionally strong earnings report which saw the company see drastically faster growth in its data center business, BasX, than expected.
Baron Real Estate Fund Q2 2026 Portfolio Activity
중립
Zacks Investment Research
지난달
Here's Why You Should Hold on to GDS Holdings Stock for Now
GDS's AI-driven bookings, high pre-commitment and backlog support growth visibility, but rising utility costs and debt pressure margins.
Here's Why You Should Hold on to GDS Holdings Stock for Now
긍정적
Seeking Alpha
지난달
Baron Global Opportunity Fund Q2 2026 Portfolio Activity
Baron Global Opportunity Fund (the Fund) gained 26.7% (Institutional Shares) during the second quarter, compared to the 14.9% gain for the MSCI ACWI Index (the Index). During the second quarter, we initiated five new positions: Alphabet, Samsung Electronics, Cerebras, DPC Holdings and Innio. We also took advantage of stock price volatility and significant inflows into the Fund to add to many existing positions including Shopify, Nu, NVIDIA, Amazon, GDS, ASML, TSMC, MercadoLibre, Tesla, ServiceTitan, and others.
Baron Global Opportunity Fund Q2 2026 Portfolio Activity
중립
Seeking Alpha
지난달
Baron Emerging Markets Fund Q2 2026 Contributors And Detractors
Baron Emerging Markets Fund gained 19.61% (Institutional Shares) during Q2 2026, while its primary benchmark, the MSCI Emerging Markets Index, returned 24.05%. Top contributors were SK hynix, Taiwan Semiconductor, Samsung Electronics, Montage Technology and Delta Electronics. Top detractors were Alibaba Group, ISC Co., BYD Company, Tencent Holdings and GDS Holdings.
Baron Emerging Markets Fund Q2 2026 Contributors And Detractors
긍정적
Seeking Alpha
지난달
Baron Opportunity Fund Q2 2026 Top Contributors And Detractors
We continue to run a high-conviction portfolio with an emphasis on the secular trends cited and listed. In 2025 alone, SPCX executed over 170 launches, including 165 Falcon 9 missions, with individual boosters now achieving up to 35 re-flights. In the April quarter, Nvidia's data center revenue grew 92% year-over-year to $75.2 billion, with total revenue of $81.6 billion, up 85%; for its July quarter, the company guided for total revenue to grow at least another $9.5 billion sequentially.
Baron Opportunity Fund Q2 2026 Top Contributors And Detractors
긍정적
Zacks Investment Research
지난달
Bet on 5 Top-Ranked Stocks With Rising P/E
Tap these five stocks - CURI, INO, GDS, NMG and CCOI - with increasing P/E ratios to try out an out-of-the-box approach.
Bet on 5 Top-Ranked Stocks With Rising P/E
긍정적
Zacks Investment Research
지난달
GDS Stock Jumps 13% in a Month: Here's What You Should Know
GDS jumps 13% in a month as AI-led bookings, rising utilization and a heavily pre-committed expansion pipeline support growth.
GDS Stock Jumps 13% in a Month: Here's What You Should Know
긍정적
Zacks Investment Research
지난달
Top China Tech Plays Worth Adding to Your Portfolio Right Now
China's tech momentum is holding firm into 2027, with TSMC, ACM Research, GDS Holdings and Kingsoft Cloud backed by strong growth drivers.
Top China Tech Plays Worth Adding to Your Portfolio Right Now
긍정적
Seeking Alpha
지난달
GDS Holdings: Record Bookings Strengthen The 2027 Earnings Case
GDS Holdings' Backlog reached 757 MW in Q2, providing stronger visibility into future revenue and EBITDA as contracted capacity is delivered. Management raised 2026 EBITDA and CAPEX guidance, reflecting stronger-than-expected AI-driven demand and development activity. Our SOTP valuation remains supportive, with both the transaction-based and fair-value DayOne scenarios indicating upside ahead.
GDS Holdings: Record Bookings Strengthen The 2027 Earnings Case
긍정적
Benzinga
지난달
GDS' Record AI-Driven Bookings Fueled By New Markets, 3 Hyperscale Customers
China's largest third-party data center operator reported a 838 million yuan second-quarter profit, as it doubled its 2026 sales target and raised its full-year guidance
GDS' Record AI-Driven Bookings Fueled By New Markets, 3 Hyperscale Customers
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