Stock Track | GBA AI Computing Soars 6.12% Intraday on Government Policy Support and Strong AI Infrastructure

Stock Track05-29

GBA AI COMP (01396.HK) saw its stock price soar 6.12% during intraday trading on Friday, marking a significant rebound.

The surge follows the first-time inclusion of computing-electricity coordination in the national new infrastructure strategy within the Government Work Report, providing a major policy tailwind for AI computing power enterprises like GBA AI Computing. The company is recognized as a rare full-chain intelligent computing service provider, operating 108MW of AI data center capacity with over 10,000 high-power cabinets.

Furthermore, GBA AI Computing operates FP16 dense computing clusters exceeding 42,000P, serves over 200 enterprise clients including internet firms, telecom operators, and financial institutions through its proprietary QuantumPai cloud platform, and holds over HK$15 billion in contracted orders, contributing to positive investor sentiment.

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