The stock price of GBA AI COMP (HKEX: 01396) has surged more than 12%. At the time of writing, the stock is up 11.14% to HK$14.66, with a trading volume of HK$96.917 million.

The rapid, iterative development of the AI industry is a key driver. Intelligent computing centers, serving as core infrastructure for the digital economy, are experiencing continuously surging demand. According to the "China Intelligent Computing Center Industry Development White Paper (2024)", the compound annual growth rate of China's intelligent computing center market is projected to reach 26.8% between 2023 and 2028.

Analysts note that with the ongoing acceleration in large model training and the commercialization of AI applications, a long-term gap in industry computing power persists. Consequently, the essential nature of intelligent computing centers is continuously strengthening. The growth rationale for this sector is clear, with a definite upward trend in market activity, presenting medium to long-term investment value.

Following a business restructuring completed through the 2025 acquisition of Tiandun Data, the company now holds a position in the top tier of China's intelligent computing construction and operators. Tiandun Data was among the earliest enterprises to develop third-party data centers meeting the national Class A standard and can provide full lifecycle services for "green energy intelligent computing".

Furthermore, as one of the few companies capable of building data centers with ten-thousand-card clusters, Tiandun Data precisely focuses on core scenarios for AI model training and inference. It can directly meet high-end computing power demands such as training large models with hundreds of billions of parameters and large-scale AI inference, addressing a supply gap in the market for top-tier AI computing services. This strategic focus on AI model training and inference places the company at a core juncture of the AI industry chain.