HK Stock Market Move | In the Rubin structure, the value of PCB has increased by 233%. Victory Giant Technology (02476) and KB LAMINATES (01888) hit new highs again.

PCB concept stocks rise again, with Victory Giant Technology (02476) and KB LAMINATES (01888) hitting new highs this morning. As of the time of writing, Victory Giant Technology rose by 8.18% to 436.6 Hong Kong dollars, while KB LAMINATES rose by 7.44% to 54.9 Hong Kong dollars. On the news front, Morgan Stanley recently conducted a BOM disassembly of NVIDIA's new generation Rubin chassis. The BOM value of NVIDIA's VR200 NVL72 chassis increased by about 95% to 7.803 million U.S. dollars compared to GB300, with the PCB value rising significantly by 233% year-on-year, becoming the highest increase in the non-memory category. The PCB value of a single chassis jumped from 35,100 U.S. dollars to 116,700 U.S. dollars. It is worth noting that the PCB industry has entered a period of price increases this year, showing a high prosperity pattern of rising quantities and prices, full orders, and longer delivery times. Since May, the industry has seen a new round of price increases, with upstream copper clad laminates, high-end copper foils, electronic fabrics, and special resins materials prices continue to rise, driving PCB finished product prices to increase simultaneously.