** Citi sees the threat of lower spending arising from China's DeepSeek and an absence of new contracts to weigh on NextDC'sNXT.AX share price
** Brokerage cuts PT on data centre landlord to A$18.70 from A$20.00. NXT closed at A$14.74 on Tuesday
** Last month, Chinese startup DeepSeek launched a free AI assistant that it says uses less data at a fraction of the cost of incumbent services
** The key concern/question is whether DeepSeek's algorithmic and engineering improvements have changed the long term demand for compute - Citi
** Brokerage also calls a lack of large contract announcements a key reason for share price weakness
** 15 analysts rate the stock "buy" or higher; their median PT is A$20.00 – LSEG data
** Stock down 2.2% this year, as of last close
(Reporting by Aaditya Govind Rao in Bengaluru)
((Aaditya.govindrao@thomsonreuters.com;))
免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。