Movement Alert｜Shenghong Technology Rises 4.79% in Regular Trading, NVIDIA Rubin Rack PCB Value Surges 233% as Key Catalyst

Market Focus05-29

On May 29, Shenghong Technology rose 4.79% in regular trading, trading at HK$461.6/share, with trading volume of approximately HK$289 million, extending its recent strong upward momentum.

On the news front, Morgan Stanley recently published a BOM teardown report on NVIDIA's next-generation Vera Rubin rack, revealing that single-rack PCB costs 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 expansion. Additionally, Goldman Sachs maintains a Buy rating with a target price of RMB 550, adding the stock to its conviction list. The company also reported solid Q1 results with revenue of RMB 5.519 billion, up 27.99% year-over-year, and net profit of RMB 1.288 billion, up 39.95%.

(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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