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<Research>M Stanley: Resumption of H20 Supply to Alleviate Procurement Bottleneck Issues for Cloud Service Providers; Top Pick GDS (GDS.US)
Nvidia (NVDA.US) has officially submitted an application to sell H20 GPUs in China, and it is expected to receive approval from US authorities, a significant positive news for Chin...
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<Research>M Stanley: Resumption of H20 Supply to Alleviate Procurement Bottleneck Issues for Cloud Service Providers; Top Pick GDS (GDS.US)
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Nvidia (NVDA.US)      has officially submitted an application to sell H20 GPUs in China, and it is expected to receive approval from US authorities, a significant positive news for China's data center industry, as it is believed to help alleviate the bottleneck issues faced by Chinese hyperscale cloud service providers in procuring data center equipment, Morgan Stanley released a research report saying.

Morgan Stanley reiterated its positive outlook on GDS (GDS.US)      , VNET Group (VNET.US)      and SUNEVISION (01686.HK)  -0.240 (-2.881%)    Short selling $2.85M; Ratio 7.961%   , and listed GDS as its sector top pick.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-18 12:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

Related NewsM Stanley Sees Resumption of Nvidia H20 Chip Sales to CN as Positive Catalyst for BABA-W/ TENCENT/ BIDU-SW

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