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<Research>M Stanley: BABA-W Quarterly Results to Serve as 1st Catalyst to Gauge Domestic AI Investments w/ Significant Impact on GDS Holdings
Recommend 32 Positive 60 Negative 21 |
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BABA-W (09988.HK) (BABA.US) is set to announce its 3FQ25 results on 20 February. The results will serve as the first catalyst to scrutinize the domestic AI investment trend, which is believed to have a significant impact on GDS Holdings (GDS.US) for whom BABA-W is a major customer in China, Morgan Stanley issued a research report saying. If BABA-W hints at a big capital spending increase in FY2026 due to AI investments and becomes more optimistic about its public cloud revenue growth outlook, Morgan Stanley predicted that GDS Holdings will get more new orders and new customers in its data center. However, assuming BABA-W will reduce its capital spending, the broker anticipated that GDS Holdings' share price could fall by 10%. Therefore, Morgan Stanley rated GDS Holdings' US stock at Overweight, with a target price of US$39. AAStocks Financial News |
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