On July 14, Delton Technology rose 4.51% in regular trading, trading at HK$132.7/share, with turnover of HK$23.0047 million. The Hong Kong-listed PCB concept stocks strengthened collectively at the start of the session, with sector peer KB Laminates up 7.64% and Kingboard Holdings up 3.37%.

On the news front, Aijian Securities Research noted that high-end high-frequency high-speed PCB capacity expansion is accelerating, driven by AI computing iteration fueling sustained demand growth for 800G/1.6T optical modules. The brokerage highlighted that graphic transfer, micro-via processing, electroplating metallization, and precision inspection are expected to become core capital expenditure segments for optical module PCB production lines, with equipment makers poised to benefit most from an inflationary logic in the sector.

The rally follows a sharp selloff on July 13 triggered by SemiAnalysis disclosing that NVIDIA's Kyber NVL144 rack architecture faced PCB midplane manufacturing yield bottlenecks. NVIDIA subsequently denied any changes to its product roadmap, and today's rebound reflects easing concerns as institutional research reaffirms the structural demand outlook for AI-related high-end PCB.

(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.)