嘉利国际(01050)再涨近14%，月内股价实现翻倍。截至发稿，涨11.63%，报1.92港元，成交额2370.9万 港元。 消息面上，高盛近日发布研报，其援引行业研究机构650Group的最新数据，对AI数据中心设备的市场 前景进行了重大更新。根据650Group的最新预测，到2029年，全球AI服务器市场规模预计将达到约 5810亿美元，而此前的预测仅为3860亿美元。这意味着2025至2029年的年度预测平均上调了约40%。 据悉，嘉利国际主席助理何伟汗今年7月曾表示，集团正积极与英伟达接洽，已提供H300MGX样板予 英伟达以争取认证，目标纳入其认证采购名单。何伟汗相信，若成功进入英伟达的供应商清单，将有更 多人工智能或大数据中心公司，成为公司的潜在客户。公司此前发布截至今年3月底的年度业绩，全年 收入32.31亿港元，同比增长11%；净利润2.04亿港元，同比增长21%。年度增长主要受惠于生成式人工 智能应用的迅速扩展，推动全球对高效能服务器需求显着上升。 ...

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]