Fit Hon Teng (06088) fell more than 8% in early trading and as of press time, it fell 5.43%, reporting HKD 2.61, with a turnover of 15.9333 million Hong Kong dollars.
According to the Zhongtong Financial App, Fit Hon Teng (06088) fell more than 8% in early trading and as of press time, it fell 5.43%, reporting HKD 2.61, with a turnover of 15.9333 million Hong Kong dollars.
On the news front, there have been rumors in the market recently that Nvidia's B100 was originally scheduled for full-scale production in Q4 2024 but may now be canceled; the commercialization of the Blackwell platform may be delayed. In addition, Guo Mingji, an analyst at TF International Securities, said in an article that the power consumption of GB200 NVL36 and NVL72 is too high and most data centers cannot deploy them in the short term; the computing power advantage of GB200 NVL36 is indisputable, but it also faces many unprecedented design and production challenges, hence the concern about whether it can ensure the shipment volume as scheduled.
Previously, CICC pointed out that the rapid iteration of AI large models is continuing to drive the expansion of demand for underlying computing infrastructure. According to the company's public earnings conference, Fit Hon Teng is actively deploying various new products such as EDSFF connectors, MCIO/MXIO/DACEM cables, and CAMM memory slots in the AI service field; and will launch the 224G high-speed I/O series products at DesignCon in 2024. From an industry perspective, the demand for copper cable connections continues to rise with the GB200 NVL72 cabinet released by Nvidia at GTC2024, driving the overall market scale expansion of the industry.