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港股异动 | 鸿腾精密(06088)再涨超6% GB200服务器或于9月量产 鸿腾积极布局连接方案

Changes in Hong Kong stocks | Hongteng Precision (06088) increased by more than 6% GB200 servers or mass-produced Hongteng in September to actively lay out connectivity solutions

Zhitong Finance ·  May 14 09:50

Hongteng Precision (06088) rose more than 6% in early trading. As of press release, it had risen 5.94% to HK$2.32, with a turnover of HK$18.594 million.

The Zhitong Finance App learned that Hongteng Precision (06088) rose more than 6% in early trading. As of press release, it had risen 5.94% to HK$2.32, with a turnover of HK$18.9594 million.

According to the news, Guangda, a major electronics foundry, said earlier that servers equipped with the Nvidia GB200 are expected to be mass-produced in September. GB200 is the next generation GPU product launched by Nvidia and is expected to be the main driving force for the high-end GPU product line. It is reported that the GB200 adopted a high-speed copper cable scheme for the first time.

CICC pointed out that the rapid iteration of AI models is continuing to expand demand for underlying computing power infrastructure. According to the company's public performance conference, Hongteng is currently actively deploying various new products such as EDSFF connectors, MCIO/MXIO/DACEM cables, and CAMM memory slots in the AI service field; in 2024, DesignCon will launch a 224G high-speed I/O series product series. From an industry perspective, the GB200NVL72 cabinet released by GTC2024 Nvidia continues to increase demand for copper cable connections, driving the overall market size expansion of the industry.

The translation is provided by third-party software.


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