AI adoption accelerates, but software budgets remain cautious: Saiyi Information’s computing-power business begins contributing profit
GF Securities believes downstream IT budgets are more likely to turn positive in the first quarter of 2027; Sealand Securities is focused on the recovery of Saiyi Information’s core business and the commercialization of its computing-power projects, with subsequent growth dependent on conditions including new-business expansion and cash flow.
GF Securities and Sealand Securities ·