Movement Alert｜TIME INTERCON Rises 5.06% in Regular Trading, NVIDIA Earnings Guidance Beats Expectations Boosting AI Computing Power Chain

Market Focus08-27

On August 27, TIME INTERCON rose 5.06% in regular trading, trading at 16.19 HKD/share, with turnover of approximately 23.82 million HKD.

On the news front, NVIDIA reported after-hours quarterly results showing fiscal Q2 revenue of $96.221 billion, up 106% year-over-year and exceeding market expectations. Management issued FY2028 revenue growth guidance of approximately 70%, far surpassing analyst consensus estimates of 45%, driving a broad rally across global optical communication and AI computing power supply chain stocks.

TIME INTERCON's AI server business revenue now accounts for approximately 60% of total revenue, growing over 132% year-over-year, making it the company's largest revenue contributor. The company is scheduled to release interim results on August 28. Additionally, a major brokerage recently initiated coverage with a Buy rating, noting rapid volume growth in AI server operations, while another maintained a Strong Buy recommendation, arguing the company's computing power business remains undervalued with projected total revenue of 33.8 billion HKD for the current fiscal year.

(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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