此外，鸿海发言人近期表示，鸿海将在第四季度开始交付搭载英伟达GB200处理器的服务器，不存在递延情况。中泰证券此前指出，汇聚科技的大股东立讯精密已经进入英伟达GB200芯片的供应链；以及苹果即将开始构建基于M2Ultra芯片的AI服务器，立讯精密是苹果的供应商之一。立讯精密和汇聚科技将受惠科技巨头新产品投产。Huiju Technology (01729) rose more than 4%. As of press release, it was up 3.51% to HK$3.83, with a turnover of HK$21.2123 million.
The Zhitong Finance App learned that Huiju Technology (01729) rose by more than 4%. As of press release, it had risen 3.51% to HK$3.83, with a turnover of HK$21.2123 million.
According to the news, Huiju Technology announced its interim results for the six months ended June. The first half of the year achieved revenue of 2.666 billion yuan, an increase of 1.5%; net profit of 0.203 billion yuan, an increase of 34.1% year on year. The increase was mainly due to increased revenue generated by medical equipment and data centers within the wire components division and specialty wires in the digital cable division, and all three market segments had good profit margins.
Furthermore, a Hon Hai spokesperson recently stated that Hon Hai will begin delivering servers equipped with Nvidia GB200 processors in the fourth quarter, with no delays. Zhongtai Securities previously stated that Lixun Precision, the majority shareholder of Huiju Technology, has entered the Nvidia GB200 chip supply chain; and Apple is about to begin building AI servers based on the M2Ultra chip. Lixun Precision is one of Apple's suppliers. Lixun Precision and Huiju Technology will benefit from the tech giants to start production of new products.
