Movement Alert｜GBA AI Computing Rises 5.47% in Regular Trading, Government Work Report Inclusion of Computing-Power Coordination Boosts AI Infrastructure Sector

On May 29, GBA AI Computing (01396.HK) rose 5.47% in regular trading, trading at HK$14.72/share, with trading volume of approximately HK$39.17 million. The stock rebounded after consecutive sessions of decline following the completion of its name change from GBA Holdings to GBA AI Computing on May 22.

On the news front, the Government Work Report for the first time incorporated computing-electricity coordination into the national new infrastructure strategy, providing a significant policy tailwind for AI computing power enterprises. GBA AI Computing has been highlighted as a rare full-chain intelligent computing service provider, operating 108MW of AI data center capacity with over 10,000 high-power cabinets. The company operates FP16 dense computing clusters exceeding 42,000P and serves over 200 enterprise clients including internet firms, telecom operators, and financial institutions. Its proprietary QuantumPai cloud platform enables cross-chip, cross-architecture unified scheduling.

The company holds over HK$15 billion in contracted orders. While its AI computing business accounts for 61.5% of total revenue and net profit turned positive at HK$73 million, market participants note that profitability mainly relied on non-recurring items including debt restructuring gains of approximately HK$145 million.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)