The copper high-speed connector concept is oscillating and rebounding, and Shenyu Communication Technology Inc. has risen by more than 10%. Huafeng Technology, Xianying Technology, Woer Heat-shrinkable Materials, and Chuangyitong followed the rise. Citic Securities pointed out that the mass production of NVIDIA GB200 is imminent. A single GB200 NVL72 chassis uses more than 5,000 copper cables totaling over 2 miles in length. According to industry chain research, Amphenol may become the core supplier of copper interconnect solutions. The production preparation is relatively sufficient, and the demand for orders is expected to continue to strengthen by 2025.
铜高速连接器概念震荡回升 神宇股份涨超10%
Copper high-speed connector concept oscillates and rebounds, Shenyu Communication Technology Inc. rose by more than 10%.
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