Changes in Hong Kong stocks | Guangdong-Hong Kong Bay Intelligent Computing (01396) rose more than 8%, and the pattern of supply and shortage of computing power resources continues, and the company's net profit for the first half of the year is expected to reach 3.3 times that of last year

The Zhitong Finance App learned that Guangdong-Hong Kong Bay Intelligent Computing (01,396) rose by more than 8%. As of press release, it had risen 8.05% to HK$12.22, with a turnover of HK$756.69 million.

According to the news, two computing power leasing companies, Nebius and CoreWeave, recently released financial reports that exceeded expectations. More importantly, the management of the two companies invariably described the same phenomenon during the earnings call, that is, AI computing power rental prices are reaching new highs. In particular, the premium for short-term contracts is extremely remarkable. Furthermore, DeepSeek issued a price adjustment announcement. The price during the idle period was half of the peak, reflecting a tight pattern where the supply of computing power resources was in short supply during the peak period.

It is worth noting that Guangdong-Hong Kong Bay Intelligent Computing, as a scarce AI computing power operating service provider for Hong Kong stocks, previously completed the complete transformation of the intelligent computing circuit through the acquisition of Tianton Data. In the first half of this year, the company added more than 15 billion yuan in orders. By the end of June, more than 2 billion yuan of orders had been delivered, and more than 6,000 P of computing power had been added and put into operation. The cumulative total delivery computing power scale was nearly 50,000 P (FP16 dense), and the efficiency of contract conversion revenue continued to improve. At the same time, the company expects net profit for the first half of the year to be no less than 240 million yuan, which is 3.3 times that of last year.