香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公佈全 部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 於二零二五年五月二十二日 舉行之股東週年大會投票表決結果 董事會欣然宣佈，於二零二五年五月二十二日舉行之股東週年大會上提呈之 所有決議案已獲以按股數投票表決方式正式通過為普通決議案。 股東週年大會投票表決結果 偉仕佳杰控股有限公司（「本公司」）之董事會（「董事會」）欣然宣佈，於 二零二五年五月二十二日舉行之本公司股東週年大會（「股東週年大會」） 上，就二零二五年四月二十三日股東週年大會通告所載列的所有提呈決議案已 獲以按股數投票表決方式正式通過為普通決議案。投票表決結果如下： | | 普通決議案 | 票數 (%) | | | --- | --- | --- | --- | | | | 贊成 | 反對 | | 1. | 省覽及考慮本公司及其附屬公司截至二 | | | | | 零二四年十二月三十一日止年度之經審 | 868,418,656 | 3,566,000 | | | 核綜合財務報表、本公司之董事會報 ...

Core Viewpoint - The company, 伟仕佳杰, has released its first business update for Q1 2025, showing strong year-on-year growth in revenue, gross profit, and net profit, reflecting its commitment to transparency and shareholder value [1] Financial Performance - For Q1 2025, the company reported an unaudited total revenue growth of 16-17% year-on-year [1] - Gross profit increased by 20-21% year-on-year [1] - Net profit attributable to shareholders grew by 28-29% year-on-year, aligning with the company's guidance for future growth [1] Future Outlook - The management has indicated a revenue growth target of 15-20% over the next three years, primarily driven by high-margin businesses [1] - The company’s revenue for the first half of 2025 is projected to reach HKD 46.5 billion, reflecting a year-on-year growth of 16.0% [1] - Gross profit is expected to be HKD 2.065 billion, with a year-on-year increase of 16.3% [1] - Net profit is anticipated to be HKD 627 million, representing a year-on-year growth of 30.3% [1] Investment Rating - The company maintains a "Buy" rating with a target price of HKD 8.18 [1]

Group 1 - The company reported Q1 2025 performance exceeding expectations, with revenue growth of 16-17% year-on-year, gross profit growth of 20-21%, and net profit attributable to shareholders increasing by 28-29% [1] - The increase in market share for domestic brands is expected to continue, driven by AI demand and the optimization of distribution business structure, with leading companies like Huawei and Haiguang maintaining high growth rates [1] - The demand for AI computing power is driving the release of network and storage products, supported by the "national subsidy" policy since Q4 2024, which has led to early procurement in Q1 [1] Group 2 - The company has established a broad product ecosystem through deepening partnerships with global brands such as Huawei, Alibaba, Tencent, and others, enhancing its coverage in the core IT product distribution market [2] - The diverse product portfolio helps improve customer stickiness and supports stable revenue sources across different economic cycles, contributing to the company's risk resilience [2] - The company is a leading technology service platform in the Asia-Pacific region, benefiting from the AI wave and digital transformation, with adjusted net profit forecasts for 2025, 2026, and 2027 showing growth of 12.0%, 11.6%, and 8.7% respectively [2]

自願公告 二零二五年第一季度最新業務情況 香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負責，對其準確性或完整性 亦不發表任何聲明，並明確表示概不就因本公佈全部或任何部分內容而產生或因倚賴該等內容而引致的 任何損失承擔任何責任。 二零二五年第一季度本集團財務表現 二零二五年第一季度營業額(未經審核) ，較二零二四年第一季度同比增長 16-17%。二零二五年第一季度毛利(未經審核)，較二零二四年第一季度同 比增長 20-21%。二零二五年第一季度歸屬股東純利(未經審核) ，較二零二 四年第一季度同比增長 28-29%。 本公告乃根據董事會初步審閱本集團之相關管理賬目及董事會現時可獲資 料後作出，並非以本集團核數師審核或審閱後的數據和資料為基礎。本公 告內的資料亦可能會修改或調整。本公司之股東和潛在投資者買賣本公司 證券時務請審慎行事。 承董事會命 偉仕佳杰控股有限公司 公司秘書 林從帥 香港，二零二五年五月十四日 於本公佈日期，董事會由執行董事李佳林先生、王偉炘先生、李玥先生、陳海洲先生及顧三軍 先生；非執行董事張冬杰先生；以及獨立非執行董事李煒先生、高懿洋女士及余定恒先生組 成。 本公告由 ...

Group 1 - The Hang Seng Index rose by 1.10%, the Hang Seng Tech Index increased by 1.56%, and the Hang Seng China Enterprises Index strengthened by 1.48% on May 8 [1] - Tianfeng Securities is optimistic about the AI industry as a key investment theme for the year, anticipating significant developments in AI infrastructure and applications by 2025 [1] - Guosen Securities highlights that trends in 2025 will be crucial for domestic internet giants' stock price movements, focusing on changes in AI and consumer sectors [1] Group 2 - The Hang Seng Internet ETF (513330) supports T+0 trading and includes major internet companies like Alibaba, Tencent, Meituan, Kuaishou, Baidu, and JD.com, with a high concentration of 90% in internet giants [2] - The ETF has a high AI content of 97% and DeepSeek content of 86%, making it a valuable tool for investors looking to invest in core assets of AI and the internet [2]

Group 1 - Cloud computing stocks have collectively risen, with notable increases in companies such as Inspur Digital Enterprise (+3.76%), China Software International (+3.53%), and Tencent Holdings (+2.18%) [1] - North American cloud service providers (CSPs) reported earnings that exceeded market expectations, with Microsoft, Meta, and Amazon highlighting the significant role of AI in their revenue growth [1] - Despite concerns over tariff policies affecting the macro outlook, the demand for AI remains unchanged, contributing to a positive cycle of capital expenditure expansion, commercialization, and performance realization [1] Group 2 - Domestic demand for computing power is expected to be boosted by accelerated local infrastructure development amid global geopolitical and trade uncertainties [2] - The cloud computing market is undergoing an irreversible trend as IT workloads shift to the cloud, with artificial intelligence identified as a key driver for renewed growth [2] - The development of large language models (LLM) and generative AI (GenAI) is still in its early stages, which will play a crucial role in accelerating growth for global and Chinese CSPs [2]

Core Viewpoint - The rapid evolution of computing power is reshaping the industrial landscape, with Shenzhen Yiatong Supply Chain Co., Ltd. emerging as a key player in the AI computing power supply chain, contributing significantly to China's digital economy growth [1][6]. Group 1: Company Strategy and Development - Yiatong has identified AI computing power, semiconductor storage, and industrial control as its strategic focus areas, establishing a "supply chain + industrial chain + incubator" model [2]. - The company integrates upstream and downstream resources through capital operations and technological innovation, forming a complete ecosystem covering hardware, software services, and industry applications [2]. - Yiatong's semiconductor division has seen a 48.93% year-on-year revenue growth in semiconductor storage distribution, thanks to deep collaborations with international giants like Samsung and Micron [2]. Group 2: Performance and Achievements - In 2024, Yiatong's AI computing power supply chain business achieved revenue of 827 million yuan, marking a 27.3% year-on-year increase, becoming a new growth engine for the company [3]. - The company has successfully delivered multiple domestic computing centers for leading enterprises in sectors like transportation and finance, enhancing the integration of the Hongmeng system [3]. - Yiatong's digital platforms, such as "Yiyi Home," have expanded nationwide, significantly reducing costs in brand circulation [3]. Group 3: Future Outlook and Innovations - Yiatong plans to increase investment in AI large model development and promote collaborative innovation across the industrial chain through data sharing [4]. - The company aims to leverage opportunities from the "Belt and Road" initiative to expand its computing service capabilities to major cities and emerging overseas markets [4]. - With advancements in semiconductor storage and a focus on consumer markets, Yiatong is positioned to become a key player in the smart era's data storage landscape [4]. Group 4: Transformation and Industry Impact - Yiatong's transformation from a traditional supply chain service provider to a leader in the computing power industry reflects the evolution of Chinese enterprises in the digital economy [5]. - The company has established a complex computing ecosystem through strategic investments and partnerships, enhancing its competitive edge in the market [5]. - Yiatong's innovative practices and capital operations demonstrate its ability to maintain a strong presence at the technological forefront while rapidly integrating quality resources across the industry [5].

亚马逊一季度现金资本支出243亿美元，同比增长74%。亚马逊CEO Andy Jassy在其2024年度股东信中 强调了公司对人工智能(AI)的巨额投资，预计今年资本支出将达1000亿美元，其中大部分将用于AI相关 项目，涵盖数据中心、网络设备、AI硬件以及生成式AI服务能力建设。 谷歌一季度的资本开支高达172亿美元，同比增长43%，主要用于投入服务器、数据中心等基础设施建 设。谷歌母公司Alphabet也在上周重申了雄心勃勃的AI建设计划，并计划今年投资750亿美元。 Meta一季度资本支出136.9亿美元，同比增长103.7%。Meta日前将全年资本支出预期从600-650亿美元提 升至640-720亿美元，主要投向AI发展。其表示，开支上调反映出"为支持AI工作增加数据中心投资、增 加基础设施硬件预期成本"。 西部证券预计，根据公司指引(假设微软后续三个季度的资本开支均不低于FY25Q3的资本开支、Meta取 FY25 Capex指引的中值)，2025年这四家的资本开支合计有望超过3286亿美元，同比增速超过35%。 智通财经APP获悉，国外巨头持续加码AI和云计算基础设施投入。微软、亚马逊、谷歌、M ...

Market Performance - The Hang Seng Index rose by 1.74% to close at 22,504.68 points on May 2, with the Hang Seng Technology Index increasing by 3.08% to 5,244.06 points, and the Hang Seng China Enterprises Index up by 1.92% [2] - The market saw a cumulative increase of over 2% for the Hang Seng Index this week, marking the third consecutive week of gains, while the Hang Seng Technology Index rose over 5%, indicating a second consecutive week of growth [2] - Major technology stocks performed well, with Alibaba up by 3.83%, Tencent by 2.22%, and Xiaomi by 6.31% [2] Industry Highlights - The electric vehicle sector saw significant gains, with Li Auto rising by 3.57%, Xpeng by 6.66%, and BYD by 3.3% [3] - Apple-related stocks also experienced a rally, with Weishi Jiajie up by 7.39% and Sunny Optical Technology up by 3.59% [3] - The tea beverage sector continued its upward trend, with Nayuki's Tea increasing by 8.85% [3] Economic and Policy Context - The impact of tariff policies has diminished, leading to a recovery in global stock indices, with the Hang Seng market showing signs of positive sentiment [5] - The Chinese government is expected to implement additional fiscal policies ranging from 1 trillion to 3 trillion yuan to support economic growth amid external pressures [6] - UBS anticipates that the People's Bank of China may lower reserve requirements by 100 to 200 basis points and interest rates by 30 to 50 basis points within the next 12 months [6] Investment Recommendations - The investment strategy suggested by CMB International focuses on a balanced allocation of "high elasticity + high dividend" to navigate uncertainties, particularly favoring AI and technology sectors [6] - Defensive state-owned enterprises in finance, energy, telecommunications, and utilities are recommended for their resilience against tariff and economic growth risks [6]

Market Performance - The Hong Kong stock market experienced a significant rally, with the Hang Seng Technology Index rising over 3% at one point, and the Hang Seng Index increasing by 1.11% [2][3] - Major tech stocks such as XPeng Motors and Horizon Robotics surged over 6%, while Xiaomi Group and Kingsoft rose over 4% [3] - Apple-related stocks also saw substantial gains, with companies like Rongyang Industrial and Sunny Optical Technology increasing by over 4% [4] Economic and Trade Relations - The Chinese Ministry of Commerce indicated that the U.S. has expressed a willingness to engage in talks regarding tariffs, with China currently evaluating the situation [5] - The Chinese stance remains firm, emphasizing that any dialogue must involve the U.S. correcting its unilateral tariff measures to demonstrate sincerity [5] AI and Technology Sector Insights - Recent earnings reports from U.S. tech giants have alleviated concerns regarding AI demand, contributing to the strength of Hong Kong's tech stocks [6] - Morgan Stanley highlighted that companies like Microsoft and Meta are showing robust capital expenditures, indicating sustained demand for AI products [6][8] - Microsoft reported a 13% increase in total revenue, reaching $70.1 billion, with Azure cloud business revenue growing by 33% [7][8] Capital Expenditure Trends - Microsoft’s capital expenditure for the quarter reached $16.75 billion, a nearly 53% increase year-over-year, reflecting heightened investment in AI infrastructure [8] - Meta has raised its annual capital expenditure forecast to between $64 billion and $72 billion, primarily for generative AI and core business investments [8]