On June 2, Huaqin Technology rose 4.16% in regular trading, trading at 97.4 HKD/share, with trading volume of 171 million HKD. The stock continued its upward momentum following a surge of over 20% in the prior session.

On the news front, NVIDIA's GTC Taipei conference opened on June 1 with Jensen Huang delivering a keynote speech, following a joint announcement by NVIDIA, Microsoft, and ARM previewing a new era of PC with the upcoming N1X ARM-architecture PC processor. The event further ignited expectations around the AI PC supply chain.

Huaqin Technology, as a rare domestic original design manufacturer for NVIDIA AI servers, is deeply integrated into the NVIDIA computing ecosystem. The company's super node products began small-batch shipments in Q2 with full-year revenue targets exceeding 10 billion yuan, while its data center business annual revenue is projected to surpass 60 billion yuan. Sector peer Lenovo Group rose 6.5% on the same day, reflecting broad strength in computing hardware names.

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