Please click and read this disclaimer if you wish to continue with the contents below. There is a broad imagination space brought about by the convergence and rise of the new economy and China's policy support. Large scale neutral data centers that is expanding rapidly through stable financing should have a long term positive outlook in China. Whenever we think about version 2 of ecommerce(decentralization), social apps(Douyin) or Enterprise software(Kingdee) we always think of more data, not small gradual increment but an increase by ten to twenty folds.  Due to high barriers to entry, few supply/participants, the competition is not so fierce. Ideally, supply drive demand, therefore, companies in the market have strong pricing power, no need to lose profit margins to compete for customers. Leading companies, have resources and first-mover advantages that other competitors do not have, unable to copy. Therefore, even in the...