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<Research>G Sachs Lifts Cloud & Data Center to Top Preferred in CN Internet Sector, Favors BABA-W/ GDS-SW/ Others
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Goldman Sachs released a research report lifting the cloud & data center sub-sector to its top preferred, anticipating that AI training and inference demand will continue to drive AI growth momentum, coupled with the multi-chip strategy of hyperscale cloud service providers and positive outlooks for data center order volumes, expenditure expansion and capital recycling. In the cloud & data center sector, the broker favored BABA-W (09988.HK), GDS-SW (09698.HK) and VNET Group (VNET.US). In the game sector, Goldman Sachs liked TENCENT (00700.HK) and NTES-S (09999.HK). In mobility and e-commerce segments, it preferred DiDi Global (DIDIY.US) & Full Truck Alliance (YMM.US), and KUAISHOU-W (01024.HK). AASTOCKS Financial News Website: www.aastocks.com |
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