Core Viewpoint - Weisheng Holdings (03393) saw a significant stock price increase, reaching a historical high of 15.32 HKD, driven by developments in the artificial intelligence sector and strategic partnerships in smart distribution [1] Company Summary - Weisheng Holdings' stock rose over 6%, reaching a peak of 15.27 HKD, with a trading volume of 19.93 million HKD [1] - The company is expanding its smart distribution business, supported by data center clients starting from FY24 [1] - A new factory in Johor Bahru, Malaysia, has commenced operations, which is expected to further enhance Weisheng Holdings' overseas smart distribution business [1] Industry Summary - Microsoft CEO Satya Nadella highlighted that the AI industry is currently facing a power supply issue rather than an excess of computing power, with North America's power grid struggling to meet the growing demand [1] - A report from Zhongtai Securities noted that Weisheng Holdings is collaborating with Siemens and Global Data, with the latter's Singapore-based subsidiary DayOne reporting a 110.9% year-on-year increase in electricity consumption in Q2 2025 [1] - The strategic cooperation agreement signed with DayOne during the factory opening ceremony aims to deepen collaboration in the data center sector [1]
港股异动 | 威胜控股(03393)涨超6%再创新高 AIDC耗电量激增 公司智能配电业务有望显著受益