GD-HKGBA HLDGS (01396) saw its stock price surge 5.12% during intraday trading on Wednesday, as the market reacted positively to the company's positioning within the high-growth AI computing power sector.
According to market analysis, strong domestic token demand is widening the supply-demand gap for computing power, with several major manufacturers and large model developers announcing price increases or purchase restrictions. This indicates a significant shortage of computing power, with computing power leasing expected to be a primary supply source. Guohai Securities released a research report stating that the inflection point for AI inference has arrived, and computing power leasing has entered a high-growth cycle with rising volumes and prices.
GD-HKGBA HLDGS, also referenced as Yuegangwan Holdings, is positioned to benefit deeply from this trend. Following its acquisition of Tiandun Data last October, the company has fully transformed from a traditional property model into a scarce asset-based AI computing infrastructure platform. Tiandun Data contributed approximately RMB 617 million in revenue within just over two months post-consolidation, accounting for over 60% of the group's total revenue and helping the company return to profitability. Guoyuan International believes that after transitioning into the intelligent computing sector, the company's valuation framework is likely to shift towards a "computing power + technology" model, suggesting significant potential for re-rating.
Comments