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市场传闻英伟达已与兴森科技达成合作!胜宏科技跌超4%,兴森科技涨6%,胜宏科技董秘发文澄清:不实信息
Ge Long Hui·2025-11-11 07:27

Group 1 - The core point of the article highlights the impact of rumors on the A-share market, specifically mentioning the significant price movements of Shenghong Technology and Xingsen Technology due to a reported collaboration between Nvidia and Xingsen Technology [1][3]. - Shenghong Technology's stock experienced a decline of over 5% at one point, ultimately closing down 4.23% at 289.18 yuan [1]. - In contrast, Xingsen Technology's stock saw a rise, reaching a peak before closing up 6.02% at 23.08 yuan [1]. Group 2 - A Bloomberg article suggested that Nvidia has partnered with Xingsen Technology to take over 20% of high-end high-density interconnect (HDI) orders previously supplied exclusively by Shenghong Technology, indicating a potential shift in the global supply chain for AI hardware components [3]. - Following the rumors, Shenghong Technology's secretary clarified on social media that the information from Bloomberg was not accurate and urged investors to verify information sources [3].