On August 7, VGT rose 4.33% in regular trading, trading at 242.4 HKD/share, with turnover of 49.43 million HKD. The stock gained over 13% in the previous session.

On the news front, electronic-grade glass fiber cloth prices for the 1080 series surged 17%-18% month-over-month in August, marking the largest monthly increase year-to-date, with cumulative gains reaching 118%-165%. Strong AI demand has driven manufacturers to shift capacity from non-AI to AI-related fiberglass products, further tightening industry supply. Major CCL producers are expected to initiate a new round of price hikes of approximately 10%-15%.

The company previously confirmed that certain high-end PCB products have entered mass production, with orders fully booked and its Huizhou Factory 4 in a steady capacity ramp-up phase. JPMorgan has noted that VGT stands as a direct beneficiary of NVIDIA platform upgrades from Blackwell to Rubin/Rubin Ultra, maintaining an Overweight rating with a 500 HKD target price.

(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.)