Core Viewpoint - Fourth Paradigm (06682) has seen a stock increase of over 4%, currently at 59.85 HKD, with a trading volume of 486 million HKD, driven by positive developments in the AI cloud business from Oracle and strong growth indicators in the AI sector [1] Group 1: Company Performance - Fourth Paradigm's stock rose by 4.45% to 59.85 HKD, with a trading volume of 4.86 billion HKD [1] - Several prominent brokerages have raised their target prices for Fourth Paradigm, indicating strong confidence in the company's growth potential in the "AI+" era [1] Group 2: Industry Insights - Oracle's AI cloud business guidance exceeded expectations, with a remaining performance obligation totaling 455 billion USD for Q1 of FY2026, reflecting a significant year-on-year growth of 359% [1] - The State Council issued an opinion on the deep implementation of "Artificial Intelligence+" in August, signaling strong governmental support for AI initiatives [1] - Domestic computing power leader Cambricon reported a staggering revenue increase of 434.8% in the first half of this year, highlighting the rapid growth in the AI sector [1] - Alibaba reaffirmed its commitment to invest 380 billion HKD in AI capital expenditures over the next three years, further emphasizing the industry's growth trajectory [1]
港股异动 | 第四范式(06682)涨超4% 近期获多家机构上调目标价 机构看好AI应用紧跟算力浪潮