HK Stock Market Move | Victory Giant Technology (02476) rose 6%, NVIDIA Vera Rubin in full production, company benefits from the wave of AI PCB development.

Victory Giant Technology (02476) rose 6%, reaching 240.4 Hong Kong dollars at the time of publication, with a turnover of 2.22 billion Hong Kong dollars. On the news front, Nvidia recently announced that its Vera Rubin platform for "gigabit AI factories" is expanding its global deployment. CoreWeave, Google Cloud, Microsoft Azure, and Oracle Cloud have started using the Vera Rubin NVL72 system. JPMorgan previously stated that investors' concerns about the timing of Nvidia's Kyber project and the company's market share in Vera Rubin may be overblown. Yongxing Securities previously pointed out that the company has achieved large-scale production of multiple high-end products in key areas such as AI computing power, data centers, and high-performance computing. This has driven the product mix towards high value, high technical complexity, and significantly increased the proportion of high-end products, driving high-speed growth in company performance. Optimistic about the company's future continuous benefits from the AI development wave.