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<Research>UBS: CN IDC Industry at Demand Inflection Pt; Top Picks GDS (GDS.US) and VNET (VNET.US)
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Based on strong demand signals, China’s internet data center (IDC) industry is expected to accelerate radically starting from 2H26, given the potential easing of high-end compute supply, UBS said in a research report. With a highly integrated nationwide power grid and telecomm network, China is well positioned to support AI-driven demand. The broker named GDS Holdings Limited (GDS.US) and VNET Group, Inc. (VNET.US) as its sector top picks. The broker noted that key direct beneficiaries of AI are trading below their historical averages and peers. Owing to weak market confidence in order execution and computing supply, faster-growing IDC operators in China have been assigned lower valuations. UBS believed the current level offers an attractive early-cycle opportunity. Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
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