HK Stock Market Move | Data center stocks rise, GDS-SW (09698) surged over 7%, SUNEVISION (01686) surged over 6%.

Data center stocks rose in the morning trading session, as of the time of writing, GDS-SW (09698) rose by 7.57%, to 32.7 Hong Kong dollars; SUNEVISION (01686) rose by 6.1%, to 7.83 Hong Kong dollars. In terms of news, NVIDIA closed up 1.33% overnight, reaching a historical high with a market value briefly surpassing 3.9 trillion dollars. According to media reports, as NVIDIA's GB200 production enters its peak, the next generation AI server chip GB300 is also expected to be launched in the second half of 2025. CITIC SEC pointed out that looking towards the second half of 2025, it is recommended to continue seizing the opportunity in the "AI theme," with a focus on AI Agent and computing power trends. Sinolink also indicated optimism about the continuous growth of global AI computing power demand. The bank believes that with the increase in domestic AI chip supply, the second half of 2025 may see a new round of IDC bidding, driving the sector to accelerate upwards.