On May 26, AAC Technologies rose 3.1% in regular trading, trading at HK$44.28/share, with trading volume of HK$178 million, extending its recent strong performance.

On the news front, the company's subsidiary Yuandi Technology has achieved mass production of its ATAHORAN series 2.2MW/2.6MW liquid cooling CDU units, with monthly capacity reaching 400 units, ranking among the top three globally. NVIDIA has confirmed that its next-generation flagship AI platform will fully adopt liquid cooling solutions, accelerating industry thermal management demand. AAC Technologies' orders now cover North America, Europe, and Southeast Asia, with bulk deliveries secured from multiple leading internet companies.

Additionally, Citibank recently raised the company's EPS forecasts for the next three years by 4%, 3%, and 2% respectively, citing optimism on iPhone VC thermal module ASP increases and data center business growth. The market expects the company to enter the iPhone 18 series restocking cycle in the second half, with preparation volume reaching 84 million units. Multiple positive catalysts continue to propel the stock higher.

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