Movement Alert|AAC Technologies Rises 3.1% in Regular Trading, Liquid Cooling CDU Mass Production and NVIDIA Adoption Drive Momentum

Market Focus05-26 11:59

On May 26, AAC Technologies rose 3.1% in regular trading, trading at HK$44.28/share, with trading volume of HK$178 million, extending its recent strong performance.

On the news front, the company's subsidiary Yuandi Technology has achieved mass production of its ATAHORAN series 2.2MW/2.6MW liquid cooling CDU units, with monthly capacity reaching 400 units, ranking among the top three globally. NVIDIA has confirmed that its next-generation flagship AI platform will fully adopt liquid cooling solutions, accelerating industry thermal management demand. AAC Technologies' orders now cover North America, Europe, and Southeast Asia, with bulk deliveries secured from multiple leading internet companies.

Additionally, Citibank recently raised the company's EPS forecasts for the next three years by 4%, 3%, and 2% respectively, citing optimism on iPhone VC thermal module ASP increases and data center business growth. The market expects the company to enter the iPhone 18 series restocking cycle in the second half, with preparation volume reaching 84 million units. Multiple positive catalysts continue to propel the stock higher.

(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.

Comments

We need your insight to fill this gap
Leave a comment