$GIGADEVICE(03986.HK) rose +12%, $KB LAMINATES(01888.HK) and $DELTON(01989.HK) also rose around +11%. The entire AI hardware chain in Hong Kong stocks collectively broke through with increased volume.
The drivers are clear: the recent significant rise in enterprise-level DRAM/NAND contract prices directly benefits the storage side; the demand from AI servers for high-layer PCBs and copper-clad laminates has pushed another round of CCL price increase letters. From a volume and price perspective, it's a long bullish candle with high volume, standing above the previous consolidation platform, indicating trend-following by major funds, not a one-day spike. If chasing short-term, watch if the pullback can hold above the previous high platform.
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