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    Andy Yu

    Research Analyst at DBS

    Andy Yu is an Equity Research Analyst at DBS, specializing in coverage of the Asian telecommunications and data center sectors, notably tracking major companies such as China Unicom and Digital Realty. He has been recognized for his in-depth financial analysis, evidenced by actionable research reports recommending Buy ratings and target price forecasts, contributing to positive returns for institutional clients. Andy Yu began his career after graduating from HKUST Business School, previously holding roles at SUNeVision Holdings and Sun Hung Kai Properties before joining DBS, where he is currently based in Singapore. He is a CFA charterholder, further underlining his strong credentials in equity research and investment analysis.

    Andy Yu's questions to VNET Group (VNET) leadership

    Andy Yu's questions to VNET Group (VNET) leadership • Q2 2025

    Question

    Andy Yu from DBS inquired whether the rapid client move-in momentum could be sustained in the second half and if AI chip supply constraints might impact new orders or customer movements.

    Answer

    VNet Management expressed optimism for the second half of 2025, expecting it to be stronger than the first. They affirmed that once orders are confirmed, the move-in pace is typically very fast. While monitoring the AI chip supply, they have confirmed with core clients that existing orders at hand will not be affected.

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