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REAL-TIME GLOBAL RESEARCH

CHINA DATA CENTERS 2Q26 Preview: Slower Move-In Pace Weighs on Quarter, But 12-Month Thesis Intact; Buy VNET/GDS/Range

Published: 2026-07-27Institution: Goldman SachsPages: 13Original language: EnglishEvidence page: 11

Research evidence excerpt

CHINA DATA CENTERS 2Q26 Preview: Slower Move-In Pace Weighs on Quarter, But 12-Month Thesis Intact; Buy VNET/GDS/Range

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