Core Viewpoint - The current challenges in the artificial intelligence industry are not due to excess computing power but rather a lack of sufficient electricity to support GPU operations, as highlighted by Microsoft CEO Satya Nadella and OpenAI CEO Sam Altman [1] Company Summary - Wisenet Holdings (03393) saw its stock price increase by over 7%, reaching 14.4 HKD with a trading volume of 15.61 million HKD [1] - The company's smart distribution business is expected to expand due to the rising electricity demand from data centers driven by the growth of the AI industry [1] - A new factory in Johor Bahru, Malaysia, has commenced operations, which is anticipated to further boost Wisenet's overseas smart distribution business [1] - During the factory opening ceremony, the company signed a strategic cooperation agreement to deepen collaboration in the data center sector [1] Industry Summary - The U.S. Energy Information Administration (EIA) forecasts that electricity consumption in the U.S. will reach historical highs in 2025 and 2026, primarily driven by AI and data center expansion [1] - The global rise of the AI industry is leading to increased electricity consumption, which is beneficial for companies involved in smart distribution [1]
港股异动 | 威胜控股(03393)涨超7% AI产业崛起带动用电需求 数据中心客户推动公司智能配电业务