🕒 Nov 05, 07:00Source · Yahoo Financeimportance 66.7
Commentary
GDS Holdings Stock, October 2026: A 6.1% Session Drop as AI Orders Outpace Revenue Recognition
GDS shares fell 6.1% to 22.14 on October 21, 2026, with no publicly available report identifying a cause; the
GDS Holdings Capex and Order Backlog, September 2026
GDS filed multiple 6-Ks on September 8, 2026, as Q2 net profit of 838 million yuan confirmed a year-on-year pr
Capital expenditure · SEC filings
4.69B CNY latest FY
Latest period 4.69B CNY (FY2025) · 18 reported periods 2014–2025
Primary Disclosures
No official disclosures on file for this company yet. All primary disclosures →
LATEST COVERAGE
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 04, 22:00Source · SEC EDGAR · GDS
▸ This order-to-revenue gap indicates strong near-term demand for colocation and managed services, but warns investors that cash conversion and margin realization will take quarters to materialize.
🕒 Aug 22, 20:26Source · 钛媒体importance 65
▸ Accelerated booking velocity confirms robust hyperscaler demand in Greater China, supporting GDS’s capacity expansion timelines and rack energization schedules.
🕒 Aug 21, 23:18Source · 新浪财经importance 75
▸ GDS profitability turnaround demonstrates strong demand-driven operating leverage in Chinese AI infrastructure as hyperscalers expand domestic compute footprint and consolidate into existing facilities.
🕒 Aug 15, 06:48Source · 新浪财经importance 68
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Aug 13, 22:00Source · SEC EDGAR · GDS
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Jul 30, 22:00Source · SEC EDGAR · GDS
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Jul 28, 22:00Source · SEC EDGAR · GDS
▸ Chinese neocloud consolidation accelerates; domestic infrastructure reduces NVIDIA/Western GPU cloud dependency in China.
🕒 Jul 04, 23:36Source · 富途牛牛importance 65
▸ Chinese data center REITs attract capital inflows; tier-1 on-shore facility operators gain valuation multiples.
🕒 Jul 01, 18:01Source · 新浪财经importance 53
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Jun 25, 22:00Source · SEC EDGAR · GDS