Changes in Hong Kong stocks | Guangdong-Hong Kong Bay Intelligent Computing (01396) rose by more than 11%, and the computing power industry chain is still booming. The company's manual computing power orders exceed 37 billion yuan

Zhitongcaijing · 1d ago

The Zhitong Finance App learned that Guangdong-Hong Kong Bay Intelligent Computing (01396) rose by more than 11%. As of press release, it had risen 10.51% to HK$8.73, with a turnover of HK$24.4 million.

According to the news, AMD's third-quarter revenue and adjusted earnings per share both exceeded market expectations. Furthermore, the latest fourth quarter revenue guidance was also significantly higher than analysts' expectations, indicating that demand brought about by AI infrastructure construction is still being released at an accelerated pace. It's worth mentioning that AI is starting to enter consumers' shopping carts. On the evening of November 2, Li Jiaqi launched AI computing power products for the first time on the live broadcast. Nearly 100,000 copies were sold in half an hour, totaling about 2 trillion tokens (tokens) of computing power.

According to the 2026 interim report data, the FP16 dense computing power that has been delivered and operated by Guangdong-Hong Kong Bay Intelligent Computing currently ranks first in the industry, with planned orders exceeding 37 billion yuan, and the delivered and stable billing scale exceeding 20 billion yuan, which can guarantee cash flow for the next 3-5 years. Its core subsidiary, Tientun Data, has become one of the first cooperating operators of the “Guangdong Zeyuan Trading and Service Center”, and has released the Yuen Overseas Service Package, which covers access, matching, measurement, settlement, and compliance.