①Which individual stocks in the Hong Kong stock market’s computing power concept are gaining capital attention? ②What new highlights are there following renewed validation of favorable factors such as rising memory prices and demand within the industry chain?
Cailian Press, March 6 (Editor: Feng Yi) Driven by policy incentives and the MWC2026 conference, the computing power concept stocks in the Hong Kong stock market became active again today.
As of the time of writing, GigaDevice (03986.HK) rose more than 5%, Inspur Digital Enterprise (00596.HK) increased by over 4%, and other individual stocks such as Lenovo Group (00992.HK) also followed with gains.
In terms of news, on March 5, the Government Work Report proposed ‘the implementation of ultra-large-scale intelligent computing clusters, coordinated computing and electricity infrastructure projects, strengthening nationwide unified monitoring and scheduling of computing power, and supporting the development of public cloud.’
Additionally, during the MWC2026 (Mobile World Congress), Huawei, for the first time overseas, released its latest Atlas950 SuperPoD, TaiShan 950 SuperPoD, and other super-node products and solutions.
Under the stimulus of the aforementioned positive developments, market attention towards the computing power sector was reignited.
According to the China Academy of Information and Communications Technology’s publication ‘Advanced Computing and Computing Power Development Index Blue Book (2025)’, as of June 2025, the total scale of global computing equipment reached 4495EFlops, a significant increase of 117%.
The report also pointed out that with the strong growth of the computing industry, the intelligent computing market performed exceptionally well, with the AI server and AI chip markets doubling in size. Meanwhile, the coordination capability between computing and networking significantly improved, and investment in computing power maintained steady growth.
Overall, the computing power industry continues to be driven by strong demand, similar to the trend observed in recent years, which is expected to translate into the financial performance of companies along the industrial chain.
Notably, the memory chip sector has recently entered a seller’s market characterized by rising volume and prices, further confirming the release of demand and pricing potential within the computing power industry chain.
On March 4, Samsung Electronics finalized the Q1 DRAM supply price negotiations with its key customers last month. The average price of server, PC, and mobile universal DRAM increased by approximately 100% compared to the previous quarter. Earlier reports from TrendForce and other sources confirmed that all memory production capacity for 2026 has already been sold out.
Bohai Securities also stated that there have been密集融资events among large model vendors recently, which is expected to accelerate infrastructure construction and model iteration upgrades for these vendors. Moreover, the artificial intelligence industry is poised to officially enter the first year of Agent development in 2026. Driven by faster model iteration and the promotion of applications by major internet companies, the computing power industry chain presents a relatively certain investment opportunity.
