On June 3, Shenghong Technology (02476.HK) rose 3.04% in regular trading, trading at HK$418.4/share, with trading volume of HK$237 million, extending its recent strong upward momentum.

On the news front, Morgan Stanley previously released a BOM teardown report on NVIDIA's next-generation Vera Rubin rack, showing that per-rack PCB costs surged from US$35,100 for GB300 to US$116,700, representing a 233% increase — the highest growth among all non-memory components. Additionally, NVIDIA launched its N1X flagship AI PC chip at Computex, with Shenghong Technology securing a core supply position leveraging its ultra-high layer-count PCB process capabilities, significantly boosting per-unit PCB value for AI PCs versus traditional PCs.

As NVIDIA's Tier-1 core PCB supplier commanding 50%-55% of global AI server PCB orders, Shenghong Technology stands as a direct beneficiary of this substantial value migration across both data center and edge computing segments.

(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.)