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    Yue Tang

    Research Analyst at Morgan Stanley

    Yue Tang is an equity analyst at Morgan Stanley specializing in coverage of companies such as VNET Group Inc., with expertise in earnings call analysis and financial sector insights. Though performance metrics and rankings on investment platforms are not publicly reported, Tang's role demonstrates focused research on select companies with comprehensive Q&A participation. Details on Tang’s full career history, professional credentials, and prior experience remain limited, with Morgan Stanley listed as the current firm. Professional registration and securities licenses are not specified in available public resources.

    Yue Tang's questions to VNET Group (VNET) leadership

    Yue Tang's questions to VNET Group (VNET) leadership • Q1 2025

    Question

    Yue Tang of Morgan Stanley inquired about the impact of the U.S. H20 chip ban on customer demand and procurement processes, and the resulting outlook.

    Answer

    A company Moderator explained that while the H20 chip embargo caused a short-term impact on hyperscaler demand, clients quickly adjusted and operations are now back on track. The Moderator confirmed that current orders are sufficient to fill all capacity scheduled for delivery in 2025 and the first half of 2026, with sustained demand expected for large language model training and data center scaling.

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