Changes in Hong Kong stocks | Guangdong-Hong Kong Bay Intelligent Computing (01396) rose nearly 4% at the end of the session, and the leasing industry is booming, and the company's AI computing power business transformation is smooth

The Zhitong Finance App learned that Guangdong-Hong Kong Bay Intelligent Computing (01396) rose nearly 4% at the end of the session. As of press release, it rose 3.96% to HK$10.76, with a turnover of HK$32.536 million.

Open Source Securities recently stated that the computing power supply and demand gap continues to expand, and the computing power leasing industry is booming. According to the mid-term financial report of Guangdong-Hong Kong Bay Intelligent Computing, the AI business achieved revenue of 2,383 billion yuan during the period, accounting for 93% of revenue; orders for manual computing power exceeded 37 billion yuan, and the ability to fulfill contracts was strong. This means that after completing the acquisition and merger of Tienton Data, the company has been fully transformed into an “AI intelligent computing technology service provider and ecosystem construction platform”. The semi-annual results have exceeded expectations, confirming that the transformation of the company's AI intelligent computing business has been very effective.

It is worth noting that Guangdong-Hong Kong Bay Intelligent Computing completed preliminary actions such as inclusion in the MSCI China Small Cap Index, name change, and Hang Seng industry classification adjustments during the year, and is expected to be included in the Hong Kong Stock Connect in the first quarter of 2027. Management anticipates that after implementation, the Southbound Trillion Dollar Fund will reprice the company's computing power assets, and the market will gradually examine the company's value using the logic of a full-stack AI computing power infrastructure service provider.