VGT Shares Surge Over 6% in Morning Session Following Inclusion in Southbound Stock Connect List

Deep News05-18

VGT (02476) saw its shares rise by more than 7% during the early trading session. At the time of reporting, the stock was up 5.88%, trading at HKD 360, with a turnover of HKD 1.322 billion.

On May 15, the Shanghai Stock Exchange announced an adjustment to the list of eligible securities under the Southbound Stock Connect program, effective from the next trading day. This adjustment follows the completion of VGT's post-listing price stabilization period in Hong Kong on May 16, 2026, and the fulfillment of the requirement for its corresponding A-shares to have been listed for at least 10 trading days, in accordance with the relevant rules of the Shanghai-Hong Kong Stock Connect program.

Analysts at Nomura view VGT as a global leader in the AI PCB market and believe the company is well-positioned to benefit from aggressive infrastructure investments by global AI clients and an accelerated product upgrade cycle.

Nomura further identifies VGT as one of the most critical PCB suppliers for NVIDIA. The firm estimates that VGT could capture approximately 50% to 55% of the supply share for NVIDIA's next-generation Rubin platform (2026-2028). The value of PCBs per NVIDIA GPU unit is projected to increase from around USD 400 for the Blackwell architecture to over USD 1,000 for the Rubin Ultra architecture. This significant increase is expected to drive the proportion of VGT's revenue derived from NVIDIA to rise from 9% in 2024 to 38% by 2028.

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