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AI PCB Stocks In Demand as KB LAMINATES, VGT Each Leap 9%; Sinolink Securities: Industry Fundamentals Solid
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Iran and the US purportedly reached a final draft on a peace agreement. Although Iranian officials later denied the claim, they acknowledged that differences between the two sides narrowed. Hong Kong stocks rebounded this morning (22nd). The HSI went up 210 points, or 0.8%, at 25,596, with turnover of HKD108.7 billion. AI printed circuit board (PCB) stocks were in demand this morning. KB LAMINATES (01888.HK) opened 3.3% higher and extended gains, hitting a record high of HKD49.32. It last printed at HKD48.62, up 9.5%, with turnover of HKD1.378 billion. Its parent KINGBOARD HLDG (00148.HK) also spiked 4.3% to HKD56.8, with turnover of HKD457 million. Meanwhile, H-share recent listing VGT (02476.HK) soared 9.13% at HKD377.8, with turnover of HKD1.372 billion. Its A-share counterpart VICTORY GIANT TECHNOLOGY (300476.SZ) rallied 8.7% at RMB360.35. NVIDIA's CFO stated clearly during the 1FQ earnings call that next-generation Rubin architecture chips are progressing as planned and will begin shipments in 2H26. Rubin and Rubin Ultra architectures will adopt PCB mid-boards and orthogonal backplanes to replace traditional copper cables, bringing incremental high-end demand to the PCB industry and driving technological upgrades and value enhancement. Sinolink Securities said in a report that short- and mid-term demand in the AI sector remains strong. Many AI-PCB companies currently have full order books and are operating at full capacity with robust sales, while actively expanding production to meet market demand. The broker further noted that the PCB industry chain maintained relatively high prosperity in 1Q and expected further improvement in 2Q. Although macro uncertainties linger, solid industry fundamentals provide support, and investors are advised to seize structural opportunities. Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
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