You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行》大摩:H20恢復供應將緩解雲服務商採購樽頸問題 首選萬國數據(GDS.US)
摩根士丹利發表研究報告指,英偉達(NVDA.US)已正式提交在中國銷售H20 GPU的申請,預料將獲美國當局核發許可證,對中國數據中心行業而言屬重大利好消息,相信有助緩解中國超大規模雲服務商正面對的數據中心設備採購樽頸問題。 該行指出,GPU短缺是導致今年第二季國內數據中心訂單淡靜,以及IDC企業股價自3月以來大幅下跌的主因,目前該行業復甦進度仍相對落後,預期在利好消息支持下,雲服務商將很快啓動新一輪數據中心招標。大摩重申對萬國數據(GDS.US)、世紀互聯(VNET.US)及新意網(01686.HK)的正面看法。該行列萬國數據爲行業首選股。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account