On August 5, VGT fell 5.51% in regular trading, with turnover of HK$68.77 million. The decline comes as market concerns over the company's supply share on NVIDIA's Rubin platform remain unresolved despite repeated clarifications.

On August 3, the company again addressed foreign media rumors regarding major client order interruptions on its investor relations platform, stating the claims are untrue, with sufficient orders on hand and business progressing smoothly. However, consecutive clarifications have paradoxically intensified wait-and-see sentiment among some investors. Meanwhile, the broader PCB sector saw its prior two-day rebound momentum fade, with peers KB Laminates and Kingboard Holdings also declining.

Earlier industry research confirmed that a short-circuit issue traced to a chip-mounting factory's reflow soldering process — not PCB quality defects — had been fully resolved. JPMorgan previously reiterated an Overweight rating with a HK$500 target price, noting the market has overreacted to short-term headwinds.

(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.)