Changes in Hong Kong stocks | Jiantao rebounded in early trading, Jiantao Laminate Board (01888) rose more than 10%, Jiantao Group (00148) rose more than 8%

The Zhitong Finance App learned that Jiantao rebounded in early trading. As of press release, Jiantao Group (00148) rose 7.66% to HK$5.62; Jiantao Laminate (01888) rose 10.73% to HK$46.84.

According to news, on July 16, Jiantao Group began construction of a new electronic cloth and high-performance electronic materials project in Nansha, Guangzhou, focusing on R&D and production of AI high-end copper-clad plate (CCL) core raw materials and building a global supply base for high-end electronic information materials. After the project is fully completed, it is estimated that an additional annual output value of 2 billion yuan will be added.

Guojin Securities said that the new generation shipping or deployment windows for Nvidia Rubin and Groq 3 LPU, Google TPU, OpenAI Jalapeno, AWS Trainium3, and Meta MTIA all fell in the second half of 2026, and overseas computing power demand entered a concentrated explosion phase starting in Q3. The bank pointed out that the Nvidia Rubin NVL144 cabinet has completed architecture-level innovation, driving the three major hardware segments of the cabinet, PCB, and optical module to simultaneously usher in a revaluation.