Finance Associated Press, December 3 (Editor: Feng Yi) Recently, under the continuous catalyst of news, the listed in hong kong and A-share hardware concept has shown sustained performance. lenovo group's listed in hong kong stocks rose nearly 4% today, and the market heat further escalated.

In terms of news, it is reported that Musk has ordered 1,600 units of nvidia's GB200 NVL72 server cabinets, and recently requested a price increase in exchange for the early delivery of 360 units by the end of January.

Since OpenAI released ChatGPT 3.5 in November 2022, the ai industry has entered a phase of explosive development. As of now, many domestic and foreign technology giants have entered the market, and the investment in computing power continues to increase.

Musk's current 'urgent' procurement action also conveys the anxiety of the market in the ai industry regarding the competition for computing power.

The report released by the Pu Yin International Technology team on November 29 shows that the global generative ai industry is still in its early stages of development, and the demand for ai computing power chips is still experiencing significant growth.

According to TrendForce's forecast, the shipment of ai servers will grow from 1.18 million units in 2023 to 1.67 million units in 2024, and is expected to reach 2.14 million units by 2025. The global ai server shipment penetration rates will reach/are expected to reach 8.8%, 12.2%, and 15.0% in 2023, 2024, and 2025, respectively.

Pu Yin International believes that the current penetration rate of ai servers is also in an accelerating upward phase. It is expected that in the next 2-3 years, the penetration rate of ai servers will maintain an upward trend, driving the demand for ai computing power chips to increase rapidly, with strong growth momentum and minimal downside risk.

The research report from Huafu Securities also pointed out that the hardware sector for computational power is currently in a phase of accelerated prosperity driven by GPU iteration.

It is worth mentioning that, according to the recently disclosed financial reports of Hong Kong-listed stocks related to computational power hardware, the demand for AI seems to be increasingly boosting companies' performance.

Lenovo Group previously announced its interim results for the 2024/25 fiscal year, showing total revenue of approximately 17.85 billion USD for the three months ended September 30, 2024, representing a year-on-year growth of 24%.

Among them, driven by the global investment boom in the AI field, the infrastructure solutions business has become the fastest-growing segment among the three main business sectors, with revenue significantly increasing by 65.1% year-on-year. The operational loss has greatly narrowed to 0.036 billion USD, showing preliminary signs of profitability.

Last week, the mid-term report of Karrie Int'l (01050.HK), an engineering mold manufacturer, also showed that revenue for the first half of the fiscal year was approximately 1.527 billion HKD, with net income increasing by 39% year-on-year to 0.102 billion HKD. Karrie Int'l also specifically mentioned the strong growth in demand for AI servers, contributing to an increase in company orders and profitability.

In addition, short-term gains in gds holdings-SW (09698.HK) have seen significant upgrades in annual capital expenditure guidance from foreign institutions like Goldman Sachs, Bank of America, and Morgan Stanley, raising it from previously 6.5 billion to 11 billion yuan, reflecting the rapid expansion of domestic and international computational power demand.

In summary, the current prosperity of the computational power industry chain continues, overseas demand for computational power is growing, and new technologies are being applied continuously. Domestically, with an increased proportion of domestic industry chain localization, further benefits are expected.

On December 3, 2024, the Digital Technology Ecological Conference was held in Guangzhou. Zhao Zhiguo, Chief Engineer of the Ministry of Industry and Information Technology, also mentioned the focus on promoting the high-quality development of computational power infrastructure, accelerating the formulation of action plans for computational power interconnectivity and market cultivation, establishing and improving the standard system for the coordinated development of computational power networks, enhancing the integration capabilities of computational networks, and accelerating the establishment of a nationally unified large market for computational power services. Following continuous news catalysts, the subsequent performance of computational power concept stocks is also worth paying attention to.