Understanding the Market | VGT Up 6% as NVIDIA's Vera Rubin Enters Full Production, Company Benefits from AI PCB Development Wave

Zhitong
2026.07.23 02:01

VGT rose 6%, as of the time of writing, up 6%, reported at HKD 240.4, with a transaction volume of HKD 222 million. On the news front, NVIDIA recently announced that the Vera Rubin platform for "gigabit-level AI factories" is expanding its deployment globally, with CoreWeave, Google Cloud, Microsoft Azure, and Oracle Cloud already adopting the Vera Rubin NVL72 system. JP Morgan previously stated that investors' concerns about the timeline of NVIDIA's Kyber project and the company's market share in Vera Rubin are somewhat overstated. Dongxing Securities previously indicated that the company has achieved large-scale production of several high-end products in key areas such as AI computing power, data centers, and high-performance computing, driving the product structure towards high value and high technical complexity, significantly increasing the proportion of high-end products and promoting rapid growth in the company's performance. The company is expected to continue benefiting from the wave of AI development in the future

According to the Zhitong Finance APP, Victory Technology (02476) rose by 6%. As of the time of writing, it is up 6%, priced at HKD 240.4, with a transaction volume of HKD 222 million.

In news, NVIDIA recently announced the global expansion of its Vera Rubin platform aimed at "gigabit-level AI factories," with CoreWeave, Google Cloud, Microsoft Azure, and Oracle Cloud already adopting the Vera Rubin NVL72 system. JPMorgan previously stated that investors' concerns regarding the timeline of NVIDIA's Kyber project and the company's market share in Vera Rubin may be somewhat overstated.

Yongxing Securities previously indicated that the company has achieved large-scale production of several high-end products in key areas such as AI computing power, data centers, and high-performance computing, driving the product structure towards higher value and higher technical complexity. The proportion of high-end products has significantly increased, propelling the company's rapid performance growth. The company is expected to continue benefiting from the wave of AI development in the future

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