Understanding the Market | NVIDIA GTC Leads "Token First Stock" XUNCE Up Over 5% Before Noon as the Company Deeply Positions Itself in the AI Data Value Gap

According to the Zhitong Finance APP, NVIDIA GTC leads the rise of "Token's first stock" XUNCE (03317), with a 3.46% increase as of the midday report, priced at HKD 113.5, with a transaction volume of HKD 262 million.

On the news front, on March 16th, Eastern Time, NVIDIA held the GTC 2026 conference, where CEO Jensen Huang released the strongest signal of the AI computing power wave, stating that every future data center will become a "factory" for producing Tokens. XUNCE Technology, leveraging years of accumulated high-quality, high-net-worth, and scenario-based vertical industry data, effectively adds an "enhancer" to each Token call, achieving higher precision results while consuming Tokens, thus obtaining the highest output certainty and is expected to build a strong competitive barrier.

CITIC Securities pointed out that XUNCE Technology is a leading real-time data infrastructure provider in China, benefiting from the policy dividends of data factors and the essential demand for downstream digital transformation, with the industry scale expected to maintain double-digit growth over the next five years. AI tools like OpenClaw are becoming increasingly mature, and the depth of operation is further deepening, leading to a growing demand for data governance to support the implementation of AI tools. The firm believes that XUNCE, as a leading company in the real-time data infrastructure industry, will benefit in the long term from the demand for data infrastructure brought about by the implementation of AI