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ETF anomaly | South doubled long Samsung Electronics (07709) rose more than 3% in midday trading, GPU leasing fully rose in March, strong demand for high-performance computing power market
Southern buyers doubled their positions on Samsung Electronics (07709) as the stock price surged over 3% in intraday trading. As of the time of reporting, the stock was up 1.85% at 89 Hong Kong dollars, with a trading volume of 247 million Hong Kong dollars.
In the south, doubling long positions in Samsung Electronics (07709) saw a rise of over 3% in intraday trading, with an increase of 1.85% as of the time of writing, reaching 89 Hong Kong dollars, with a trading volume of 247 million Hong Kong dollars. On the news front, according to data from SemiAnalysis, the price of the H100 one-year GPU leasing contract has surged from a low of $1.70 per GPU per hour in October 2025 to $2.35 per GPU per hour in March 2026, an increase of nearly 40%. JP Morgan's research report pointed out that the prices of the three major GPU tier leasing contracts rose in March on a month-on-month basis, with a significant 23.5% increase in the B200 tier. The price ratio between B200 and H100 also increased accordingly. The overall uptrend in GPU leasing prices reflects the strong demand in the market for high-performance computing power. Open Source Securities previously stated that according to industry monitoring, the surge in AI computing power demand at the beginning of 2026 has driven the computing power leasing market into a price hike cycle. The popularity of AI applications and the outbreak of inference demand with the OpenClaw framework, combined with limited NVIDIA capacity, rising hardware costs, and a domestic substitution gap, have driven the market into a "seller's market." It is predicted that the rise in computing power leasing prices may continue, so it is crucial to pay attention to investment opportunities in AI cloud IAAS.
Chairman of the Hong Kong Securities and Futures Commission, Huang Tianyou: The trend of asset diversification is becoming increasingly apparent, and the listing of the Southern Eastern Gold ETF is well-timed.
ETF abnormality | South Korean stock SK Hynix hits a new historical high, Southern double long Hynix (07709) surges by over 8%
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