$Celestica(CLS.US), $FIT HON TENG(06088.HK), and $HUAQIN(03296.HK) all dropped by 8-9 points, while $Fabrinet(FN.US) fell less sharply 😔
AI server contract manufacturers had previously captured the full benefits of computing power demand; when panic set in along the supply chain, the high-position assembly segment was the first to be cashed out.
There are no signs of downstream cloud providers canceling orders. The pullback is more about position management; just make sure you can withstand the volatility before buying.
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