Core Viewpoint - The stock of Jiantao Laminated Board (01888) has increased by over 6%, reaching HKD 12.1 with a trading volume of HKD 171 million, driven by positive developments in the AI and high-performance computing sectors [1] Group 1: Company Developments - Oracle recently released its FY26Q1 financial report, showing rapid growth in remaining performance obligations and other financial metrics [1] - Nvidia launched the new generation Rubin CPX chip system, enhancing AI coding and video processing capabilities [1] Group 2: Industry Trends - Southwest Securities noted that the rapid development of generative AI models and their accelerated application is leading to continuous iterations in AI computing infrastructure, which is expected to accelerate construction [1] - CICC indicated that the explosive growth in global computing power demand, driven by the rapid advancement of AI large models, is propelling the high-performance server market's rapid expansion, thereby increasing demand for upstream PCB and CCL substrate markets [1] - Open Source Securities mentioned that the price of copper-clad laminates has already increased in the second half of the year, with strong PCB demand likely supporting price rigidity, and the company's performance in the second half is expected to benefit [1] - The acceleration of high-end CCL and material capacity layout in 2026 is anticipated, with AI options expected to enter a realization phase, driving the valuation center upward, and actual financial contributions are likely to be concentrated in 2027 [1]
港股异动 | 建滔积层板(01888)涨超6% 算力需求增长驱动PCB景气 机构看好公司高端产能提速