Nvidia Rubin Rack PCB Value Surge 233% Sparks Price Increases and Shares of Kingboard Group and Shenghong Technology - To The Moon

Nvidia Rubin Rack PCB Value Surge 233% Sparks Price Increases and Shares of Kingboard Group and Shenghong Technology

Morgan Stanley released the Nvidia Rubin rack BOM disassembly report, and the value of PCB rose from $35,100 to $116,700, an increase of 233%. Kingboard Group issued a price increase notice to customers due to the price increase of raw materials, with the price increase of sheet metal by 10% and the price increase of PP materials by 20%. As a core supplier, Shenghong Technology's share price rose by more than 3%, benefiting significantly.

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- koolgalkoolgal
  ·06:58
  🌟🌟🌟Why is there a sudden rally of PCB stocks in Hong Kong on Tuesday? The market suddenly remembered that you can't build AI without PCB nor EVs without PCB. $KINGBOARD HLDG(00148)$ is one of the largest PCB and laminate companies in the world. Most PCB companies buy materials. Kingboard makes the materials. It produces copper clad laminates, glass epoxy, resin, chemicals and the PCBs themselves. This gives them cost control, pricing power, supply chain stability and margin resilience. That is why Kingboard is a great stock to buy in the current high demand for PCBs due to AI server demand. Its share price is up 47% in the past week and a huge 203% year todate. @T
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- Success88Success88
  ·05:59
  PPE indeed lack of supplier. Is the demand that push up the price.
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- koolgalkoolgal
  ·06:58
  🌟🌟🌟Why is there a sudden rally of PCB stocks in Hong Kong on Tuesday? The market suddenly remembered that you can't build AI without PCB nor EVs without PCB. $KINGBOARD HLDG(00148)$ is one of the largest PCB and laminate companies in the world. Most PCB companies buy materials. Kingboard makes the materials. It produces copper clad laminates, glass epoxy, resin, chemicals and the PCBs themselves. This gives them cost control, pricing power, supply chain stability and margin resilience. That is why Kingboard is a great stock to buy in the current high demand for PCBs due to AI server demand. Its share price is up 47% in the past week and a huge 203% year todate. @T
  205 Comment
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  Share
  Report
- Success88Success88
  ·05:59
  PPE indeed lack of supplier. Is the demand that push up the price.
  16 Comment
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