Movement Alert｜Guanghe Technology Rises 4.76% in Regular Trading, PCB Sector Extends Rebound After NVIDIA Kyber Delay Shock Absorbed

Market Focus07-21

On July 21, Guanghe Technology rose 4.76% in regular trading, trading at 120.1 HKD/share, with turnover of approximately 2.21 million HKD.

On the news front, the PCB sector is extending its rebound as market sentiment recovers following the digestion of NVIDIA Kyber NVL144 delay concerns. Semiconductor research firm SemiAnalysis previously disclosed that NVIDIA's Kyber NVL144 rack architecture was delayed over 12 months due to PCB mid-board yield bottlenecks, which had triggered consecutive sharp pullbacks across the AI server high-speed PCB supply chain. However, NVIDIA responded that its overall product roadmap remains unchanged, and UBS noted the delay only involves the top-tier flagship solution with limited impact on full-year performance. After sustained corrections, market sentiment has gradually stabilized, with the PCB sector resuming its upward trajectory. Peer KB Laminates also gained 2.08% on the same day.

(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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