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NVIDIA GTC leads the rise of the "Token First Stock" Xunce surges over 5% in the morning; the company strategically positions itself in the AI data value hotspot
NVIDIA GTC leads the “Token First Stock” Xunce (03317), which as of midday trading is up 3.46%, at HKD 113.5, with a turnover of HKD 262 million.
On the news front, on March 16th Eastern Time, NVIDIA held the GTC 2026 conference. CEO Jensen Huang delivered the strongest signal of the AI computing wave, stating that every future data center will become a “factory” for producing tokens. Xunce Technology, with years of deep cultivation and accumulation of high-quality, high-net-worth, scenario-based vertical industry data, effectively adds an “amplifier” to each token call, enabling higher precision results at the cost of tokens, thus achieving the highest output certainty and potentially building a strong competitive barrier.
CITIC Securities pointed out that Xunce Technology is a leading domestic provider of real-time data infrastructure. Benefiting from data factor policy dividends and the urgent need for downstream digital transformation, the industry scale is expected to maintain double-digit growth over the next five years. As AI tools like OpenClaw become increasingly mature and their operational depth deepens, the demand for data governance supporting AI tool implementation is rising rapidly. The firm believes that Xunce, as a leader in real-time data infrastructure, will benefit long-term from the demand for data infrastructure driven by AI deployment.