The Zhitong Finance App learned that PCB concept stocks fell sharply across the board. As of press release, Jiantao Group (00148) fell 15.85% to HK$61.85; Jiantao Laminate (01888) fell 14.65% to HK$53.6; Dazu CNC (03200) fell 12.34% to HK$120.1; and Guanghe Technology (01989) fell 4.78% to HK$129.5.
According to the news, it has recently been rumored in the market that Rubin Ultra may be delayed until 2028. On July 11, local time, Morgan Stanley released the minutes of Nvidia's management's non-transactional roadshow. Nvidia CEO Huang Renxun attended with CFO Colette Kress and other executives and said during an exchange with institutional investors that the company's quarterly revenue is approaching 100 billion US dollars, and the growth rate is still increasing. He denied rumours that Rubin Ultra was being postponed, and confirmed that it will be shipped as planned next year.
The Guolian Security Fund said that this round of overseas market sell-off stemmed from the loosening of traffic congestion on the AI hardware circuit. The market was worried that AI hype was too intense in the early stages, and the funds collectively began to take risks and reduce positions. In the first half of the year, core circuits such as semiconductors, AI computing power, and optical modules emerged from strong markets. Most popular targets rose significantly during the year. The sector as a whole accumulated a large amount of floating profit chips, and the risk of a short-term pullback continued to accumulate. The adjustment was the first to be launched from the popular target with the highest increase during the year, and has clear profit settlement characteristics.