The Zhitong Finance App learned that Shenghong Technology (02476) rose more than 8%. As of press release, it had risen 7.96% to HK$238.8, with a turnover of HK$1.152 billion.

According to the news, Rubin recently ushered in the beginning of large-scale shipments. The first batch of cabinets has been deployed in computer rooms such as OpenAI and Google. According to industry data, it is estimated that by the end of December, shipments will reach 8,000 complete cabinets throughout 2026. J.P. Morgan previously anticipated that Shenghong Technology would be a direct beneficiary of Nvidia's platform upgrade from Blackwell to Rubin/Rubin Ultra and subsequent series.

China Merchants Securities previously stated that the company has been deeply involved in the PCB field for many years. Currently, the company has successfully entered the supply chain of internationally renowned companies such as Nvidia, Google, AMD, Intel, Tesla, Microsoft, Amazon, and Delta. The high-quality core customer group is driving the increase in the company's order demand, and the company's product structure is also expected to be further improved.

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