HK Stock Market Move | INSPUR DIGI ENT (00596) rose more than 6% as potential tariffs friction is expected to stimulate the development of the domestic information technology industry. The company's state-owned background advantage is significant.

INSPUR DIGI ENT (00596) rose more than 6%, reaching 6.5% as of the time of writing, at 5.57 Hong Kong dollars, with a trading volume of 49.029 million Hong Kong dollars. On the news front, Guotai Haitong pointed out that tariff friction will have a significant impact on the global technology industry chain, greatly stimulating the advancement of the domestic information and innovation industry. According to Beijing E-Hualu Information Technology's 2022 annual report data, state-owned enterprises are required to complete the information system innovation work by 100% by 2027. The bank believes that state-owned enterprises have significant influence and are expected to become leaders in innovation and information. The bank believes that the domestic information and innovation industry is entering a new round of opportunities, and predicts that it will undergo accelerated, deepened, and internationalized changes. Guoyuan International stated that INSPUR DIGI ENT, relying on its controlling shareholder Inspur Group's leading position in cloud computing and big data, has a significant advantage in the localization process of ERP. With its technological strength, policy response capability, and support from state-owned enterprises, the company is expected to become the preferred partner for state-owned enterprise innovation and information. Therefore, the company is expected to fully benefit from the era dividend brought by the advancement of domestic innovation and information strategies, and with growing market demand, future performance growth expectations will continue to be realized. With the dual empowerment of technology integration and policy driving, the company will seize a historic opportunity.