Core Viewpoint - 嘉利国际's stock price has nearly doubled within the month, reflecting strong market interest and positive forecasts for the AI server market [1] Company Summary - 嘉利国际's stock price increased by 11.63% to HKD 1.92, with a trading volume of HKD 23.709 million [1] - The company reported an annual revenue of HKD 3.231 billion for the year ending March, representing a year-on-year growth of 11% [1] - Net profit for the same period was HKD 204 million, showing a year-on-year increase of 21% [1] - The growth in revenue and profit is attributed to the rapid expansion of generative AI applications, which has significantly boosted global demand for high-performance servers [1] Industry Summary - Goldman Sachs recently updated its forecast for the AI data center equipment market, citing data from 650Group [1] - The global AI server market is projected to reach approximately USD 581 billion by 2029, up from a previous estimate of USD 386 billion [1] - This adjustment indicates an average annual increase of about 40% in forecasts from 2025 to 2029 [1] - 嘉利国际 is actively engaging with NVIDIA to secure certification for its H300MGX model, aiming to be included in NVIDIA's supplier list, which could lead to more potential clients in the AI and big data center sectors [1]

Group 1 - The stock price of Jiali International (01050) has increased nearly 14%, doubling in value within the month, currently trading at 1.92 HKD with a transaction volume of 23.709 million HKD [1] - Goldman Sachs has updated its forecast for the AI data center equipment market, citing data from 650 Group, predicting the global AI server market will reach approximately 581 billion USD by 2029, up from a previous estimate of 386 billion USD, indicating an average annual increase of about 40% from 2025 to 2029 [1] - Jiali International's assistant chairman, He Weihuan, mentioned that the company is actively engaging with NVIDIA and has provided H300MGX samples for certification, aiming to be included in NVIDIA's procurement list, which could attract more AI or big data center companies as potential clients [1] Group 2 - For the fiscal year ending March 2023, Jiali International reported a total revenue of 3.231 billion HKD, representing a year-on-year growth of 11%, and a net profit of 204 million HKD, reflecting a 21% increase, primarily driven by the rapid expansion of generative AI applications, significantly boosting global demand for high-performance servers [1]