On June 1, Shenghong Technology (02476.HK) rose 3.62% in regular trading, trading at HK$441.0/share, with trading volume of HK$61.45 million, extending its recent strong upward momentum.

On the news front, NVIDIA unveiled its N1X flagship AI PC chip at Computex, officially kicking off the edge-side AI revolution. Shenghong Technology, leveraging its ultra-high layer count PCB process capabilities, has secured a core supply position for N1X, with single-unit PCB value significantly elevated compared to traditional PCs. Concurrently, the Morgan Stanley BOM teardown report on NVIDIA's next-generation Vera Rubin rack continues to reverberate across the market, showing per-rack PCB cost surging from US$35,100 for GB300 to US$116,700, representing a 233% increase — the highest gain among all non-memory components. As NVIDIA's Tier-1 core PCB supplier holding 50%-55% of its AI server PCB global order share, Shenghong Technology is a direct beneficiary of this structural value migration across both server and AI PC segments.

(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.)