속보🚨 데이비드 K 윌리엄스이(가) 가상화폐 홍보로 보이는 것을 포스팅 🌐발견된 토큰 심볼 $236 $236 $235… — 특파원 김씨 (5분 딜레이) — TG.ME

#속보

데이비드 K 윌리엄스이(가) 가상화폐 홍보로 보이는 것을 포스팅

발견된 토큰 심볼

$236

$236

$235

본문

An AI-related IPO was oversubscribed nearly 40 times.

But when trading actually started, investors refused to pay a premium.

That contradiction is exactly why I’m watching http://9976.HK Longsys today.

Longsys officially debuted in Hong Kong at HK$236.

The Hong Kong public offering was heavily oversubscribed, with a first-lot allocation rate of just 2.85%.

Yet the stock opened flat at HK$236 and later traded around HK$235.8 — slightly below its offer price.

That tells me something important:

AI excitement alone is no longer enough.

The market wants earnings.

And Longsys gives investors an interesting test.

Most of the AI trade has focused on:

GPU → HBM → Advanced Packaging

But AI infrastructure creates another problem that becomes larger with every new model:

Where does all the data go?

The chain continues:

AI compute
→ More data generation
→ More memory capacity
→ NAND
→ Enterprise SSD
→ Data-center storage
That is where http://9976.HK sits.
Longsys supplies memory and storage products across computers, smartphones, vehicles and data centers.
And the fundamental numbers behind the IPO are difficult to ignore.
In H1 2026:
→ Revenue +136.3% YoY to RMB 24.1 billion
→ Net profit surged to RMB 10.7 billion

According to its prospectus, higher memory prices and AI/data-center infrastructure demand were important drivers behind the earnings improvement.

The company also plans to use most of the Hong Kong listing proceeds to strengthen R&D in chip design and advanced memory products.

My view:

The most interesting thing about today’s IPO is not whether http://9976.HK finishes up or down 1%.

It is the gap between primary-market enthusiasm and secondary-market discipline.
Nearly 40x oversubscription tells us investors want exposure to the AI storage story.

A flat-to-slightly-negative debut tells us they are not willing to pay any price for it.

That makes Longsys a useful real-time valuation test for the next layer of the AI trade.

The first phase of AI was about one question:

How fast can we compute data?

The next phase may force investors to ask another:

Where will all that data be stored — and who will make money storing it?

That is why I’ll keep watching http://9976.HK after the IPO headlines disappear.

The real signal will come when the market decides what AI storage is actually worth.

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AI+ : 롱시스(메모리·스토리지 업체) 홍콩 IPO가 40배 청약에도 공모가 보합 출발해 AI주도 실적·밸류에이션 검증 국면을 시사

관련 : $LONGSYS.HK

#중국, #실적, #AI, #IPO, #데이터센터, #메모리, #저장장치, #초과배정, #밸류에이션

외부링크 | 출처 | 2026-09-08 17:44:49
빠른속보, 특파원김씨