智通财经网·2025-12-23 04:06Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Kintor Pharmaceutical (00148), which rose nearly 5% to HKD 27.86, with a trading volume of HKD 62.02 million [1] - Market forecasts predict that NVIDIA's GB300 AI server cabinet shipments are expected to reach 55,000 units next year, representing a year-on-year growth of 129% [1] - The next-generation Vera Rubin 200 platform is anticipated to begin shipping in the fourth quarter of next year, showcasing advancements in AI technology [1] Group 2 - Xiangcai Securities believes that the substantial capital expenditure plans from major AI and internet companies will drive the continuous expansion of computing clusters [1] - The new server architecture's shift from copper cables to PCB materials is expected to significantly enhance the value of PCBs per server [1] - Kintor Group is recognized as a leading supplier in the domestic PCB sector, leveraging a vertically integrated supply chain from chemical raw materials to copper-clad laminates and PCBs, covering a full range of products including single, double, multi-layer, and HDI [1]