VNET VNET Group, Inc. American Depositary Shares Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
04:39
05 авг
05 авг
Buy China cloud and data centers.
Cloud and data centers are the top preferred subsector in China internet, driven by token growth and anticipated CapEx uplift in 2H as domestic chip supply increases; hyperscalers like Alibaba, GDS, VNet, Kingsoft Cloud poised to benefit from 45% cloud revenue growth.
Выс.
14:31
03 авг
03 авг
Prefers Alibaba over other cloud competitors.
Compares Chinese cloud names, noting competitors are not as strong as Alibaba.
Низ.
02:52
31 июл
31 июл
Author acknowledges past interest in Chinese data center operators but describes them.
Author acknowledges past interest in Chinese data center operators but describes them as difficult to trade, offering no current directional position.
Низ.
13:35
30 апр
30 апр
Bearish view on or avoid VNET as large hyperscale lease timing can materially shift quarterly.
Bearish view on or avoid VNET as large hyperscale lease timing can materially shift quarterly reported revenue.
Выс.
17:29
10 мар
10 мар
Long VNET — speaker added VNET shares as part of a China data-center / AI infrastructure.
Long VNET — speaker added VNET shares as part of a China data-center / AI infrastructure exposure basket alongside GDS, following profit-taking on shorter-dated calls and rolling to June.
Выс.
Об аналитическом покрытии VNET
Buzzberg отслеживает VNET (VNET Group, Inc. American Depositary Shares) в 4 источниках. Бычьих сигналов: 2, медвежьих: 0, от 4 аналитиков. Сентимент преимущественно бычий (40%). Всего отслеживается 5 торговых идей. За последние 7 дней: бычьих: 1, наблюдение: 2. Последние спикеры: Ronald Keung, Labubu Trader, thematictrader.