KB LAMINATES (01888) surged over 6%, rising 6.33% to HK$12.1 with trading volume reaching HK$171 million as of press time.

On the news front, Oracle recently released its FY26Q1 financial results starting from June 1, 2025, showing rapid growth in remaining performance obligations and other key financial metrics. Additionally, NVIDIA unveiled its next-generation Rubin CPX chip system, enhancing AI encoding and video processing capabilities.

Southwest Securities believes that against the backdrop of rapid development in generative AI models and accelerated application deployment, AI computing infrastructure continues to iterate and is expected to see accelerated construction. China International Capital Corporation previously noted that with the rapid advancement of technologies such as AI large models, global computing power demand is experiencing explosive growth, directly driving the rapid expansion of the high-performance server market and boosting upstream demand for PCB and CCL substrate markets.

Open Source Securities believes that copper clad laminate prices have already led the upward adjustment in the second half of the year, and strong PCB demand may support price rigidity, with second-half performance expected to benefit. The company's high-end CCL and material capacity layout is accelerating in 2026, with AI options expected to enter the realization phase, driving the valuation center upward, while actual financial statement contributions may be concentrated in 2027.