HK Stock Market Move | Most AI hardware stocks rose, with Nvidia's Q2 revenue doubling and guidance exceeding expectations. Institutions are optimistic about AI computing hardware reaching a crucial industrial turning point.

Most AI hardware stocks rose this morning. As of the time of this report, YOFC (06869) is up 10.12%, trading at HKD 179.5; Zhongji Innolight (03308) is up 5.52%, trading at HKD 1071; KB LAMINATES (01888) is up 6.79%, trading at HKD 42.46; and Victory Giant Technology (02476) is up 4.4%, trading at HKD 247. On the news front, NVIDIA's latest earnings report revealed that it achieved a revenue of USD 96.221 billion in the second fiscal quarter, representing a year-on-year growth of 106% and a quarter-on-quarter increase of 18%, exceeding analysts' expectations of USD 92.38 billion and also surpassing the company's previous revenue guidance. NVIDIA's management stated during the earnings conference call that revenue is expected to grow by approximately 70% in fiscal year 2028, significantly higher than the market's previous estimate of 45%. Jensen Huang pointed out that the construction of AI infrastructure is advancing at full speed. The Vera Rubin is now fully ramped up for production, built to meet the demands of this era. Zhongzheng Pengyuan noted that the third quarter of 2026 will mark a key turning point for AI computing hardware, signifying that the global AI computing industry chain will officially enter a mass production realization cycle centered around NVIDIA's Vera Rubin platform. The outlook for the AI computing hardware industry chain remains robust for the second half of the year. The industry's development logic has completed a phase switch, moving from policy and technical expectations in the first half to substantial performance acceleration in realization.