ETF anomaly | South doubled long Samsung Electronics (07747) rose more than 3% in mid-session, GPU leasing prices are all rising in March, and demand for high-performance computing power is strong.

2026-04-23 13:52

Zhitongcaijing
Double the position in Samsung Electronics (07747) in the south, with an intraday increase of more than 3%. As of the time of publication, it has risen by 1.85% to HK$89, with a turnover of HK$2.47 billion.
In the south, Samsung Electronics (07747) has doubled its long position with a mid-day increase of over 3%, rising 1.85% to HK$89, with a turnover of HK$247 million.
On the news front, according to data from SemiAnalysis, the price of H100 one-year GPU leasing contracts 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 leasing levels have all increased in March, with a monthly increase of 23.5% for B200, and the price ratio between B200 and H100 has also risen. The overall increase in GPU leasing prices reflects the strong demand for high-performance computing power in the market.
Open-source Securities previously stated that according to industry monitoring, the surge in AI computing power demand at the beginning of 2026 has led the computing power leasing market into a price increase cycle. The proliferation of AI applications and the explosion of inference demand with the OpenClaw framework, coupled with limited production capacity from Nvidia, rising hardware costs, and a gap in domestic alternatives, have driven the market into a "seller's market," indicating that the increase in computing power leasing prices may continue and investors must pay attention to AI cloud IAAS investment opportunities.