FIH Mobile Ltd (02038) shares surged again, climbing over 8% intraday. At publication time, the stock traded at HKD 12.98, marking a 7.81% gain with turnover reaching HKD 69.84 million. This momentum follows Washington's greenlighting of NVIDIA's H20 chip export license. Industry analysts highlight the H20's significance as NVIDIA's flagship compliant AI processor for China, poised to alleviate pent-up computing demand. Supply chain uncertainties stemming from prior licensing delays appear to be fading, potentially restoring clarity to order visibility and shipment cadence for NVIDIA's core partners. Performance acceleration may strengthen through the latter half of 2024.
Separately, June reports revealed NVIDIA's negotiations with Foxconn regarding humanoid robot deployment at a new Houston-based facility dedicated to AI server production. This collaboration could mark dual milestones: NVIDIA's inaugural production line incorporating humanoid assistance and Foxconn's first humanoid-operated AI server plant. Such automation breakthroughs signal transformative manufacturing shifts while fueling investor optimism about next-generation tech integration.
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。