Movement Alert|AAC Technologies Rises 3.42% in Regular Trading, Liquid Cooling CDU Mass Production and NVIDIA Adoption Continue to Drive Momentum

Market Focus
05/29

On May 29, AAC Technologies rose 3.42% in regular trading, trading at HK$44.9/share, with trading volume of HK$81.47 million, rebounding swiftly after the prior session's pullback and extending its recent strong run.

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 global top three. NVIDIA has confirmed that its next-generation flagship AI platform will fully adopt liquid cooling solutions, accelerating industry-wide thermal management demand. AAC's order book now spans North America, Europe, and Southeast Asia, with batch deliveries secured from multiple leading internet enterprises. Additionally, CMBI recently raised its EPS forecasts for the company by 8%-12% for 2025-2027 and lifted its target price to HK$63.54, maintaining a Buy rating, while Citi previously upgraded 2026-2028 EPS estimates by 4%/3%/2%, citing iPhone VC thermal module ASP growth and data center business upside.

(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.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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