Hot sectors from self-selected stocks, data centers, market trends, capital flows, and simulated trading client show that GBA AI COMP (01396) hit an intraday peak of over 9% and was trading 4% higher by the afternoon, at HKD 11.43, with a turnover of HKD 66.44 million. Overnight in the US markets, the AI cloud leader CoreWeave surged over 19% after its earnings, reporting a second-quarter revenue of USD 2.6 billion, a historical high with a year-on-year increase of 112%. Its backlog of pending orders soared to USD 104 billion, with enterprise client penetration accelerating rapidly. During the earnings call, CEO Mike Intrator and CFO Nitin Agrawal clearly stated that AI will infiltrate all sectors of the global economy, and the shortage of computing power will persist for the long term. Goldman Sachs expects that even with rising capital expenditure over the next two years, the revenue growth rate of cloud service providers will still outpace spending growth, further solidifying the long-term fundamentals of AI investments. Guohai Securities believes that overseas CSPs and Neocloud vendors are gradually validating that large-scale capital expenditure on computing power can be effectively converted into revenue and profit. Driven by Agent technology, the demand for inference has long-term sustainable growth potential, and it is anticipated that the supply-demand gap for AI computing power in China will intensify, making the medium-to-long-term growth logic for the computing power leasing industry more certain, entering a dividend period for performance release. Previously, GBA AI COMP disclosed in its announcement that new orders in the first half of this year exceeded 15 billion yuan, with total orders in hand surpassing 30 billion yuan, and cumulative delivered computing power reaching nearly 50,000P (FP16 dense). It expects net profit for the first half of the year to be no less than 240 million yuan, which is 3.3 times the total for the entire previous year.