Movement Alert｜Shenghong Technology Rises 3.8% in Regular Trading, NVIDIA Rubin Rack PCB Value Surges 233% Boosting Sentiment

Market Focus

May 27

On May 27, Shenghong Technology (02476.HK) rose 3.8% in regular trading, trading at HK$454.4/share, with trading volume of HK$414 million, extending its recent strong upward momentum.

On the news front, Morgan Stanley recently released a BOM teardown report on NVIDIA's next-generation Vera Rubin rack, revealing that single-rack PCB cost surged from US$35,100 for the GB300 to US$116,700, representing a 233% increase — the highest gain among all non-memory components in the supply chain. Shenghong Technology, as NVIDIA's Tier-1 core PCB supplier commanding 50%-55% of global AI server PCB orders, stands as a direct beneficiary of this value chain expansion. Goldman Sachs has maintained a Buy rating with a target price of RMB 550, placing the stock on its conviction list, further reinforcing market confidence.

Additionally, the company recently stated on an investor interaction platform that it is closely monitoring new industry technologies and product applications, prioritizing R&D innovation and product upgrades while fully supporting clients' new product development and mass production efforts.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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