On July 3, Lens Technology rose 3.64% in regular trading, trading at HK$26.62/share, with turnover of HK$111 million. The stock rebounded following the previous session's sharp sector-wide sell-off, supported by continued expectations around AI server capacity expansion.

On the news front, the electronic components sector staged a technical recovery after the prior trading day's collective plunge. Within the sector, KB Laminates gained 3.7%, Sunny Optical rose 1.86%, and Kingboard Holdings climbed 1.86%, indicating broad stabilization. Additionally, Lens Technology recently completed its first-phase capital increase in Yuanshi Technology, acquiring a 14.2857% equity stake. Yuanshi Technology's current order book centers on the latest-generation Vera Rubin architecture servers, with per-rack comprehensive value of approximately US$60,000. Following equity delivery, the company has initiated dual-site expansion at Dongguan Songshan Lake and Changsha Quantang, with annual production value increments expected to exceed RMB 10 billion within the year, continuing to bolster market sentiment toward AI computing hardware.

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