Movement Alert｜Shenghong Tech Rises 3.91% in Regular Trading, Institutional Call Confirms No Delay to NVIDIA Rubin Roadmap with Ample Q3 Orders

Market Focus07-13 09:45

On July 13, Shenghong Tech (02476.HK) rose 3.91% in regular trading, trading at HKD 238.8/share, with turnover of HKD 257 million. The stock is recovering from consecutive sharp declines triggered by earlier rumors of NVIDIA Rubin architecture delays.

On the news front, an institutional conference call explicitly confirmed that the Rubin/Rubin Ultra R&D and mass production roadmap remains unchanged. The orthogonal backplane version is planned for Q2-Q3 rollout, and the company has verified with core supply chain partners that no delay exists. The call further debunked online rumors of market share erosion, emphasizing that the company's delivered product evaluations rank at industry-leading levels. Notably, NVIDIA has actively urged the company to accelerate Rubin Ultra capacity ramp-up. Q3 orders on hand remain sufficient with capacity continuing to ramp.

For context, the stock had previously plunged over 6.7% on July 10 following media reports suggesting NVIDIA Rubin server architecture delays, before entering a recovery phase supported by successive clarifications from both NVIDIA and supply chain participants.

(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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