消息面上，当地时间1月27日，谷歌云正式官宣涨价，自2026年5月1日起，对Google Cloud、CDN Interconnect、Peering以及AI与计算基础设施服务进行价格调整。此前，亚马逊云科技(AWS)也上调其 EC2机器学习容量块(Capacity Blocks for ML)价格约15%，其中p5e.48xlarge实例每小时费用由34.61美元 涨至39.80美元。有分析认为，此次涨价或引发行业连锁反应，国内外云厂商或将跟进。申万宏源认 为，从智算中心建设运营到上游供配电、温控等环节，看好AIDC全产业链的价值重估与景气持续。 开源证券此前研报指出，公司在中国香港深耕IDC行业25年，拥有亚洲第一的网络互联服务，大股东新 鸿基地产是香港最大的地产开发商之一，背靠新鸿基地产，公司坐拥土地、电力、融资、工程等多方优 势。若按照IDC平方英尺计算，2024年上半年，公司在中国香港IDC市场份额占比约为33%。截至2024 年底，公司已运营八座数据中心，已运营IT电力容量为103MW，使用率达88%。 新意网集团(01686)现涨近7%，截至发稿，涨6.73%，报7.45港元，成交额2.91亿港 ...

智通财经APP获悉，新意网集团(01686)现涨近7%，截至发稿，涨6.73%，报7.45港元，成交额2.91亿港 元。 消息面上，当地时间1月27日，谷歌云正式官宣涨价，自2026年5月1日起，对Google Cloud、CDN Interconnect、Peering以及AI与计算基础设施服务进行价格调整。此前，亚马逊云科技（AWS）也上调 其EC2机器学习容量块（Capacity Blocks for ML）价格约15%，其中p5e.48xlarge实例每小时费用由34.61 美元涨至39.80美元。有分析认为，此次涨价或引发行业连锁反应，国内外云厂商或将跟进。申万宏源 认为，从智算中心建设运营到上游供配电、温控等环节，看好AIDC全产业链的价值重估与景气持续。 开源证券此前研报指出，公司在中国香港深耕IDC行业25年，拥有亚洲第一的网络互联服务，大股东新 鸿基地产是香港最大的地产开发商之一，背靠新鸿基地产，公司坐拥土地、电力、融资、工程等多方优 势。若按照IDC平方英尺计算，2024年上半年，公司在中国香港IDC市场份额占比约为33%。截至2024 年底，公司已运营八座数据中心，已运营IT电力容量为1 ...

Short Selling Ratios - China Resources Beer (80291) and JD Group (89618) have the highest short selling ratios at 100.00% each, followed by Lenovo Group (80992) at 95.62% [1] - The top ten short selling ratios include Li Ning (82331) at 93.21% and Anta Sports (82020) at 88.46% [1] Short Selling Amounts - Alibaba (09988) leads in short selling amount with 1.173 billion, followed by Baidu (09888) at 1.111 billion and Pop Mart (09992) at 1.049 billion [1] - Other notable companies in the top ten include Meituan (03690) at 814 million and China Life (02628) at 806 million [1] Deviation Values - JD Group (89618) has the highest deviation value at 37.56%, followed by China Ping An (82318) at 33.98% and China Huaneng (03788) at 33.27% [1] - Other companies with significant deviation values include SenseTime (80020) at 32.05% and Li Ning (82331) at 31.52% [1]

Core Viewpoint - The company, New World Development (01686), has seen its stock price increase by over 30% this month, with a current rise of 10.13% to HKD 6.09, and a trading volume of HKD 1.81 billion [1] Group 1: Company Developments - The company will participate in the PTC'26 conference in Honolulu, scheduled from January 18 to January 21, 2026, where it will showcase its next-generation AI-ready data center solutions and share customer success stories [1] - The company aims to assist large-scale cloud service providers and enterprise clients in accelerating AI deployment and regional expansion through its AI data platform [1] Group 2: Market Position and Financials - According to a previous report by Open Source Securities, the company has been deeply involved in the IDC industry in Hong Kong for 25 years and holds the leading position in network interconnection services in Asia [1] - The company is backed by its major shareholder, Sun Hung Kai Properties, one of the largest property developers in Hong Kong, providing advantages in land, electricity, financing, and engineering [1] - As of the first half of 2024, the company is expected to hold approximately 33% market share in the Hong Kong IDC market based on IDC square footage [1] - By the end of 2024, the company will have eight operational data centers with an IT power capacity of 103 MW and an utilization rate of 88% [1]

Group 1 - The core viewpoint of the article highlights that New Idea Network Group (01686) has seen its stock price increase by over 30% this month, with a current rise of 10.13% to HKD 6.09 and a trading volume of HKD 181 million [1] - The company will participate in the PTC'26 conference in Honolulu, showcasing its next-generation AI-ready data center solutions and sharing customer success stories from January 18 to January 21, 2026 [1] - New Idea Network has been deeply involved in the IDC industry in Hong Kong for 25 years, holding the largest network interconnection service in Asia, supported by its major shareholder, Sun Hung Kai Properties, which is one of Hong Kong's largest property developers [1] Group 2 - The company is projected to hold approximately 33% market share in the Hong Kong IDC market by square footage in the first half of 2024 [1] - As of the end of 2024, the company operates eight data centers with an IT power capacity of 103 MW and an 88% utilization rate [1]

Group 1 - Anta Sports (82020), Lenovo Group (80992), and Kuaishou (81024) have the highest short-selling ratios at 100.00%, 78.04%, and 71.83% respectively [1][2] - Alibaba (09988), Tencent Holdings (00700), and Xiaomi Group (01810) lead in short-selling amounts, with 2.968 billion, 1.700 billion, and 1.588 billion respectively [1][2] - China National Building Material (03323), Jiangsu Nanjing Highway (00177), and China Liansu (02128) have the highest deviation values at 33.68%, 31.58%, and 22.77% respectively [1][2] Group 2 - The top short-selling stocks by amount include Alibaba (09988) at 2.968 billion, Tencent Holdings (00700) at 1.700 billion, and Xiaomi Group (01810) at 1.588 billion [2] - The top short-selling ratios are led by Anta Sports (82020) at 100.00%, followed by Lenovo Group (80992) at 78.04%, and Kuaishou (81024) at 71.83% [2] - The highest deviation values are recorded for China National Building Material (03323) at 33.68%, Jiangsu Nanjing Highway (00177) at 31.58%, and China Liansu (02128) at 22.77% [2][3]

Group 1 - The core viewpoint of the article highlights the rising trend in data center concept stocks, driven by significant capital expenditures from major companies like ByteDance and Alibaba [1] - ByteDance plans to increase its capital expenditure to approximately 160 billion RMB in 2026, up from about 150 billion RMB in 2025, with a specific budget of around 85 billion RMB allocated for AI chips [1] - Alibaba has also prioritized AI, intending to invest over 380 billion RMB in technology research and infrastructure over the next three years, with potential for upward adjustments to this target [1] Group 2 - The report from Zhongyou Securities indicates that the IDC industry is expected to experience an improvement in supply-demand dynamics due to increased investments from major companies and supportive policies [1] - The anticipated recovery in orders, concentrated deliveries, and improved utilization rates in 2026 may lead to a period of profit release, with industry utilization and pricing signals likely to improve [1] - The cautious approval of energy assessments and the scarcity of core location resources are expected to significantly slow down the disordered supply of new capacity [1]

Core Viewpoint - The data center concept stocks are experiencing an upward trend, driven by significant capital expenditures from major companies like ByteDance and Alibaba, indicating a positive outlook for the IDC industry [1] Group 1: Company Developments - ByteDance plans to increase its capital expenditure to approximately 160 billion RMB in 2026, up from about 150 billion RMB in 2025, with a specific budget of around 85 billion RMB allocated for AI chips [1] - Alibaba has identified AI as a priority direction for the future, planning to invest over 380 billion RMB in technology research and infrastructure over the next three years, with potential for upward adjustments to this target [1] Group 2: Industry Outlook - The IDC industry is expected to see an improvement in supply-demand dynamics due to increased investments from major companies and policy support, leading to a recovery phase characterized by order restoration, concentrated delivery, and improved profit release by 2026 [1] - The combination of new AI-driven demand and cautious energy evaluation approvals, along with the scarcity of core location resources, is likely to slow down disordered new supply significantly [1] - The industry is anticipated to experience improvements in utilization rates and pricing signals, with conditions favorable for valuations to return from the bottom to a normalized range [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 公司名稱: 新意網集團有限公司 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01686 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | 本月底法定/註冊股本總額： HKD 1,000,000,000 第 1 頁 共 11 頁 ...

Group 1 - Hong Kong data center stocks experienced an upward trend in early trading, with a notable increase in share prices [1] - GDS Holdings Limited (万国数据-SW) saw a rise of 5.44%, reaching HKD 36.04 [1] - Neway Group (新意网集团) increased by 4.01%, with shares priced at HKD 5.19 [1]