HK Stock Market Move | GBA AI COMP (01396) rose over 12%, with computing power leasing entering a performance release dividend period; the company's computing power delivery has accelerated across the board.

GBA AI COMP (01396) has surged over 12%, as of the time of writing, it has risen by 11.62%, priced at HKD 10.28, with a trading volume of HKD 25.4873 million. In terms of news, overnight U.S. stocks related to cloud and leasing saw significant gains. Among the three major cloud companies in the U.S., Microsoft rose nearly 5% and Google increased by over 4%; Amazon's market capitalization also surpassed USD 3 trillion for the first time, following a financial report that exceeded market expectations. Nebius in computing power leasing rose over 11%, while CoreWeave surged over 19%. The current AI industry has transitioned from simple capital expenditure expansion to the ROIC (Return on Incremental Capital) verification phase. Sealand believes that the long-term growth logic of the computing power leasing industry is relatively certain and has entered a period of performance release dividends. It is worth mentioning that GBA AI COMP is accelerating recognition of real capital in the AI computing power infrastructure sector. The company's announcement in early July indicated that by June 30, it had secured over RMB 2 billion in new AI computing cloud service orders. On July 21, its subsidiary Shenzhen Hongrui signed two financing lease agreements with Pudong Development Bank Financial Leasing, amounting to approximately RMB 1.185 billion, including the latest agreement of about RMB 790 million, with a leasing period lasting 62 months. The scale of new orders secured and entering the delivery phase in the first 20 days of July has already matched the actual delivery volume for the entire first half of the year, with a significant acceleration in the delivery pace.