01377

348.0000.29%

Jul 15 at 05:32 AM

$DTECH(01377.HK) dropped five or six points, a rather eye-catching decline. Upstream consumables like drill bits are highly elastic, fluctuating with board manufacturers' production scheduling expectations; $KINGBOARD HLDG(00148.HK) also followed with a slight dip. $Advanced Semiconductor Engineering(ASX.US) in the packaging and testing segment was basically flat. $DELTON(01989.HK) rose slightly against the trend. It's the same PCB and packaging industry chain boosted by AI servers. The upstream consumables segment got its valuation slashed first, while the midstream and downstream remained stable instead. The temperature difference within the chain is quite obvious. 😪

DTECH

HK01377

KINGBOARD HLDG

HK00148

Advanced Semiconductor Engineering

USASX

DELTON

HK01989

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