Core Viewpoint - The stock of Jiantao Laminated Board (01888) has increased by over 6%, currently trading at HKD 12.1 with a transaction 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 has launched the new Rubin CPX chip system, enhancing AI coding and video processing capabilities [1] Group 2: Industry Trends - Southwest Securities believes that the rapid development of generative AI models and their accelerated application will continue to drive the iteration of AI computing infrastructure [1] - CICC previously indicated that the explosive growth in global computing demand, driven by advancements in AI large models, is rapidly expanding the high-performance server market, which in turn boosts demand for upstream PCB and CCL substrate markets [1] - Open Source Securities noted that copper-clad laminate prices have already increased in the second half of the year, with strong PCB demand likely supporting price rigidity, suggesting that the company's performance may benefit in the latter half of the year [1] - The acceleration of high-end CCL and material capacity layout in 2026 is expected to lead to the realization of AI options, driving an upward shift in valuation centers, with actual financial contributions likely to be concentrated in 2027 [1]