In the afternoon, the concept of high-speed copper connectors hit bottom and rebounded. Kewang Technology had two consecutive boards of 20CM2, and Woer Heat-Shrinkable Material, Chuangyitong, Nanjing Huamai Technology, Huafeng Technology, Ningbo Boway Alloy Material and others followed the trend. EB Securities' research report pointed out that NVIDIA's AI server "DGX GB200" will begin mass production in the second half of this year, with an initial estimate of 40,000 units next year. In addition, it is expected that NVIDIA will launch BlackwellUltra GPU in 2025. Focusing on A-share market, pay attention to HBM, advanced packaging, liquid cooling, copper cable and other industry chain related enterprises.
铜高速连接器概念探底回升 凯旺科技20CM2连板
Copper high-speed connector concept bottoms out and rebounds, Kaiphone Technology goes on a 20-day consecutive board.
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