Two major events in the international tech sector continue to unfold, significantly catalyzing the AI and computing power industry chain in the Hong Kong stock market. OpenAI officially launched ChatGPT Images 2.0, with the new version featuring substantial upgrades in image generation accuracy, multi-image consistency, real-time reasoning, and multilingual rendering. This further drives a surge in global demand for computing power for large AI models, benefiting the Hong Kong stock market's optical module, fiber optic, and data center industrial chains.

Simultaneously, SpaceX plans to acquire the AI programming tool Cursor for $60 billion, aiming to provide computing power support through self-developed supercomputers, accelerating the closed-loop ecosystem of "computing power + models + industrial applications," and promoting sustained growth in demand for AI programming, satellite communication, and server hardware.

At the Hong Kong stock market level, related targets such as Cambridge Technology (06166), Yangtze Optical Fibre and Cable (06869), and Foxconn Interconnect Technology (06088) directly benefit from the expansion of computing power infrastructure and AI applications. However, it is important to note that the current market is still being disturbed by factors such as the expiration of the US-Iran ceasefire, the situation in the Strait of Hormuz, and the Federal Reserve hearings. Global inflation and liquidity expectations are fluctuating, and tech stock volatility is intensifying. Operationally, it is recommended to focus on buying on dips, strictly control positions, and be cautious about chasing highs.