VOBILE GROUP (03738) Surges Over 7% Intraday; Company Recently Acquired DreamMaker Entity and Is Building Overseas AI Factory

Stock News11-02

According to Zhitong Finance APP, VOBILE GROUP (03738) rose more than 7% intraday. As of press time, it was up 6.58% at HK$2.43, with a turnover of HK$27.9165 million.

On the news front, on September 3, a subsidiary of Vobile entered into a strategic partnership and commercial agreement with Brunei's national telecommunications network operator UNN to establish and operate an AI factory based on Nvidia computing cores, securing 50MW of computing power (of which 25MW is reserved for subsequent expansion arrangements) to support the expansion of the DreamMaker platform and related services. In October, VOBILE GROUP announced the acquisition of Anqing International, the entity behind Dreamesh, accelerating the integration of content protection and AI video generation technologies.

Guosheng Securities believes that this cooperation provides computing power deployment conditions for DreamMaker to expand its service scale, and is expected to enhance the company's ability to undertake AI content generation demand from film and television studios, independent producers, and content creators. On this basis, the company is expected to further provide copyright protection and monetization services around the same customers, strengthening the synergy between content production and its existing copyright business.

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