HK Stock Market Move | Bairong Intelligence (06608) rises over 6%, Hong Hao joins to help the company optimize the capital market's value transmission system, and the AI application layer pricing is expected to receive attention again.

Baorong Intelligence (06608) rose over 6%, as of the time of publication, it rose by 6.02%, to HK$4.93. On the news front, on June 30, Baorong Intelligence announced the formal appointment of top domestic macro strategy expert and partner and chief investment officer of Lianhua Asset Management, Mr. Hong Hao, as a non-executive director of the company. With his extensive market experience, Hong Hao will provide support for the company in the field of capital market value management, helping the company optimize its capital market value transmission system. It is worth mentioning that Baorong Intelligence truly helps clients create value through a pay-for-results business model, allowing Agents - silicon-based employees, to create value for the company. In "Hong Hao Joins Baorong Intelligence (06608): A Capital Market Value 'Translator' for Enterprise Agents," it is pointed out that Hong Hao's joining can help the market re-evaluate pricing disparities in the AI application layer. The current market has a clear structural problem in pricing AI - upstream computing power is sought after while downstream applications are undervalued. The market gives high valuation multiples to companies like Nvidia and TSMC, but generally takes a wait-and-see attitude towards AI application layer companies. Behind this pricing disparity is the lack of consensus on "how much real value AI can really create." It is believed that Hong Hao's joining can help the market reassess this issue.