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港股异动 | 鸿腾精密(06088)涨超20% 英伟达预计Q4大量出货Blackwell 公司此前上调网络互连业务收入指引

Hong Kong stocks abnormal movement | Fit Hon Teng (06088) rose more than 20%, nvidia is expected to ship a large number of Blackwell orders in Q4, and the company previously raised its network interconnection business revenue guidance.

Zhitong Finance ·  Oct 4 11:29

Fit Hon Teng (06088) rose more than 20% in the morning session, as of the time of publication, it rose by 18.45%, closing at HKD 2.76, with a turnover of 87.3659 million Hong Kong dollars.

According to the Zhitong Financial APP, Fit Hon Teng (06088) rose more than 20% in the morning session, as of the time of publication, it rose by 18.45%, closing at HKD 2.76, with a turnover of 87.3659 million Hong Kong dollars.

On the news front, Nvidia CEO Huang Renxun recently mentioned in an interview that the demand for the Blackwell AI processor has reached a 'crazy' level. Huang Renxun stated that Nvidia is expected to start shipping Blackwell in the fourth quarter. The performance of the new processor is 2.5 times that of the Nvidia Hopper chip launched two years ago. It is reported that in early June this year, Huang Renxun announced the official production of the Nvidia Blackwell chip, and the GB200 adopts methods such as reducing precision to provide customers with a more advantageous solution on the inference side.

CICC (China International Capital Corporation) previously issued research reports stating that Fit Hon Teng mentioned that the liquid cooling CDU zero components and power busbar zero components supporting the major customer GB200 series products have been verified and can be shipped within this year, expected to account for about 1-3% of the total company's revenue this year, and will have greater growth potential next year. The company's management mentioned that the backplane connector products of the GB200 series have also been sampled and are in the process of customer verification. Due to the strong performance of the AI server business, the management raised the full-year revenue guidance for the interconnection business from a year-on-year increase of 5-15% to a high double-digit percentage year-on-year increase.

The translation is provided by third-party software.


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