The high-speed connector concept changed partially in the afternoon. Dingtong Technology and Huafeng Technology both rose more than 10%, while Yihua Co., Ltd., Yidong Electronics, and Bowei Alloy quickly followed suit. According to the news, Nvidia CEO Huang Renxun said that Blackwell architecture chips are expected to bring in a large amount of revenue this year; Blackwell architecture chips will be shipped in the second quarter, and production will increase in the third quarter. According to agency estimates, the total amount of copper used in a single GB200 NVL72 is about 1.36 tons. It is estimated that GB200 NVL72 shipments in 2024-2026 will be 0.41/6.79/108,700 tons of copper for application, respectively.
高速连接器概念局部异动 鼎通科技涨超10%
Partial changes in the high-speed connector concept, Dingtong Technology increased by more than 10%
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