What is the Q2 performance outlook for Victory Giant Technology (Huizhou) Co.,Ltd.? As of June 15, 2026, based on data from institutional forecasts, the predicted net profit is 2.141 billion yuan, representing a year-on-year change of 75.2%. Investors will be watching to see if the upcoming financial report exceeds these expectations, with such forecasts providing a benchmark for performance evaluation.
Regarding the latest analyst perspective, Goldman Sachs believes that Victory Giant Technology (Huizhou) Co.,Ltd. is demonstrating strong growth momentum in its AI PCB business. This is attributed to robust end-demand for GPU and ASIC AI servers, coupled with the company's timely capacity expansion and formidable R&D capabilities. The firm holds a positive outlook on the growth of global AI infrastructure, upgrades in AI PCB specifications, increased PCB usage in AI servers, client expansion into ASIC AI server PCBs, commitments to R&D and capital expenditure, and highly automated production lines and warehouse management.
Breaking it down by segment: 1) AI PCB Business: Victory Giant Technology (Huizhou) Co.,Ltd. is leveraging its strong R&D to collaborate closely with clients on developing the latest AI PCBs. It is also expanding capacity in a timely manner to ensure new technologies transition smoothly to mass production, meeting the growing end-demand from GPU and ASIC AI server customers. 2) Optical Transceivers and Advanced Packaging PCBs: The company is actively expanding into the fields of optical transceivers and advanced packaging PCBs. According to management, this could represent a potential source of future growth for the company.
Goldman Sachs maintains that Victory Giant Technology (Huizhou) Co.,Ltd. continues its growth trajectory in the AI PCB business, supported by strong terminal demand for GPU and ASIC AI servers, along with the company's prompt capacity increases and powerful research and development strength. The company is optimistic about the expansion of global AI infrastructure, the specification upgrades for AI PCBs, the rising volume of PCBs used in AI servers, customer diversification into ASIC AI server PCBs, its R&D and capex commitments, and its highly automated production and warehouse systems. (Note: Related profit forecast data in this article is sourced from institutional forecast databases).
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