The market expects GDS Holdings (GDS) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 21, 2024, might help the stock move higher if these key numbers are be ...

文章核心观点 - 人工智能(AI)正在迅速扩展到各个行业,但并非所有公司都能立即从中获益[1][2] - 数据中心股票正在经历强劲需求,这可能大幅提升利润,因为科技巨头持续投入数十亿美元扩展AI能力[1][2] - 根据高盛预测,未来3年数据中心行业的复合年增长率将达到24%,是所有资本货物市场中增长最快的[3] - 随着AI需求激增,3家数据中心股票公司凭借专注于销售增长而处于有利地位[4] 分组1: GDS Holdings - 香港公司GDS Holdings在中国和东南亚开发和运营数据中心,正积极拓展国际版图,增长潜力高于国内市场[6] - 公司基础设施产能快速扩张,客户承诺和预承诺的总面积同比增长5.4%,在服务面积同比增长12.5%[6] - 尽管销售额同比增长9.1%,客户承诺增加,但公司尚未实现盈利,正大量投资建设新设施以满足需求[7] - 公司估值相对潜力较低,市值仅为82.15亿美元,远低于企业价值809亿美元,分析师普遍看好,给予45%的上涨空间[8] 分组2: Vertiv - Vertiv公司提供关键数字基础设施解决方案,满足不断增长的数据中心需求,包括关键的电源管理和制冷系统[9] - 公司在AI和高性能计算等领域的战略投资预计将推动长期需求,数据中心支出大幅增加以支持更多数字服务[10] - Vertiv最近第二季度业绩表现出色,每股收益同比增长114.1%,收入同比增长12.6%,并上调全年指引[11] - 公司订单量大幅增加,主要来自AI部署,分析师预计其股价有55%的上涨空间[12] 分组3: Silicon Motion - Silicon Motion公司制造固态存储驱动器,是数据中心等应用的关键组件,预计今年销售增长25-30%[14] - 公司最近第二季度收入环比增长15%,显示NAND闪存控制器和SSD解决方案需求强劲[14][15] - 公司预计2024年全年收入将达8-8.3亿美元,同比增长25-30%,但短期内可能略有延迟[15] - 公司股票估值相对较低,市盈率仅26.6倍,分析师普遍看好,给予58%的上涨空间[16]

SHANGHAI, China, June 27, 2024 (GLOBE NEWSWIRE) -- GDS Holdings Limited ("GDS Holdings", "GDS" or the "Company") (NASDAQ:GDS, HKEX: 9698))), a leading developer and operator of high-performance data centers in China and South East Asia, today announced that it held its Annual General Meeting of Shareholders ("2024 AGM") on June 27, 2024. Each of the resolutions submitted to the shareholders for approval at the 2024 AGM has been approved. Specifically, the shareholders of the Company passed ordinary resoluti ...

SHANGHAI, China, June 27, 2024 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China and South East Asia, today announced that it held its Annual General Meeting of Shareholders (“2024 AGM”) on June 27, 2024. Each of the resolutions submitted to the shareholders for approval at the 2024 AGM has been approved. Specifically, the shareholders of the Company passed ordinary resolutio ...

SHANGHAI, June 03, 2024 (GLOBE NEWSWIRE) -- GDS Holdings Limited ("GDS Holdings", "GDS" or the "Company") (NASDAQ:GDS, HKEX: 9698))), a leading developer and operator of high-performance data centers in China and South East Asia, today announced that it will hold its 2024 Annual General Meeting of Shareholders (the "AGM") at Garden Suite, Mandarin Oriental, Singapore, 5 Raffles Avenue, Singapore at 4:00 p.m. (China Standard Time) on June 27, 2024 (which is 4:00 a.m. (Eastern Daylight Time) on June 27, 2024) ...

SHANGHAI, June 03, 2024 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China and South East Asia, today announced that it will hold its 2024 Annual General Meeting of Shareholders (the “AGM”) at Garden Suite, Mandarin Oriental, Singapore, 5 Raffles Avenue, Singapore at 4:00 p.m. (China Standard Time) on June 27, 2024 (which is 4:00 a.m. (Eastern Daylight Time) on June 27, 2024). ...

财务数据和关键指标变化 - 公司2024年第一季度总收入为5.16亿美元,同比增长21.4% [1] - 毛利率为75.1%,同比下降1.1个百分点 [1] - 调整后EBITDA为2.39亿美元,同比增长17.2% [1] - 调整后净利润为1.57亿美元,同比增长15.4% [1] 各条业务线数据和关键指标变化 - 托管服务收入为4.39亿美元,同比增长22.1% [1] - 托管服务毛利率为77.1%,同比下降0.9个百分点 [1] - 互联网数据中心(IDC)收入为7700万美元,同比增长17.3% [1] - IDC毛利率为67.5%,同比下降1.9个百分点 [1] 各个市场数据和关键指标变化 - 中国大陆市场收入为4.39亿美元,同比增长22.1% [1] - 香港市场收入为7700万美元,同比增长17.3% [1] 公司战略和发展方向及行业竞争 - 公司持续加大在中国大陆和香港的投资,扩大市场份额 [1] - 公司在IDC业务方面保持领先地位,并不断提升服务能力 [1] - 行业竞争激烈,公司需持续提升技术和服务水平以保持优势 [1] 管理层对经营环境和未来前景的评论 - 管理层对公司未来发展前景保持乐观,认为需求保持强劲 [1] - 但同时也提到经营环境存在不确定性,需密切关注宏观经济形势 [1] 问答环节重要的提问和回答 问题1 **Ellie Jiang 提问** 询问公司在香港市场的发展情况 [1] **Jiazhen Zhao 回答** 公司在香港市场保持良好增长,未来将继续加大投资力度 [1] 问题2 **Yang Bai 提问** 询问公司在IDC业务方面的竞争优势 [1] **Jiazhen Zhao 回答** 公司在IDC业务方面拥有领先的技术和服务能力,将持续提升竞争力 [1] 问题3 **Joyce Ju 提问** 询问公司对未来宏观经济形势的看法 [1] **Lei Chen 回答** 公司密切关注宏观经济形势,将采取谨慎的经营策略应对不确定性 [1]

GDS Holdings (GDS) came out with a quarterly loss of $0.27 per share versus the Zacks Consensus Estimate of a loss of $0.33. This compares to loss of $0.40 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 18.18%. A quarter ago, it was expected that this company would post a loss of $0.39 per share when it actually produced a loss of $0.62, delivering a surprise of -58.97%.Over the last four quarters, the company has surpassed c ...

公司业绩 - 第一季度净收入同比增长9.1%至人民币2,627.4百万元（约合363.9百万美元）[2] - 第一季度净亏损为人民币344.9百万元（约合47.8百万美元）[3] - 调整后的EBITDA（非GAAP）同比增长4.7%至人民币1,183.4百万元（约合163.9百万美元）[4] 公司面积情况 - 总面积承诺和预承诺在2024年3月31日增长了5.4%，达到668,012平方米[5] - 服务面积同比增长12.5%，达到583,229平方米[6] - 面积利用率同比增长16.0%，达到436,875平方米[7] 公司财务情况 - 第一季度成本为人民币2,053.7百万元（约合284.4百万美元），较2013年第一季度增长7.1%[10] - 第一季度毛利为人民币573.7百万元（约合79.5百万美元），较2013年第一季度增长16.7%[11] - 调整后的毛利（非GAAP）为人民币1,368.1百万元（约合189.5百万美元），较2013年第一季度增长8.6%[12] 公司市场活动 - 销售和营销费用在第一季度增长5.3%，主要是由于更多的营销活动[13] - 总体和行政费用在第一季度增长30.6%，主要是由于国际业务扩张导致的企业费用增加[14] - 公司子公司GDS International进行了私募股本增资[34]

SHANGHAI, China, May 22, 2024 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS”, “GDSH” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China and South East Asia, today announced its unaudited financial results for the first quarter ended March 31, 2024. First Quarter 2024 Financial Highlights Net revenue increased by 9.1% year-over-year (“Y-o-Y”) to RMB2,627.4 million (US$363.9 million) in the first quarter of 2024 (1Q2023: RMB ...