Changes in Hong Kong stocks | Most AI hardware stocks increased, Nvidia's Q2 revenue doubled, and guided institutions that exceeded expectations to be optimistic that AI computing power hardware is at an inflection point in key industries

The Zhitong Finance App learned that most AI hardware stocks were higher this morning. As of press release, Changfei Optical Fiber Cable (06869) rose 10.12% to HK$179.5; Zhongji Xuchuang (03308) rose 5.52% to HK$1,071; Jiantao Laminate (01888) rose 6.79% to HK$42.46; and Shenghong Technology (02476) rose 4.4% to HK$247.

According to the news, Nvidia's latest financial report shows that the second fiscal quarter achieved revenue of 96.221 billion US dollars, an increase of 106% year over year and an increase of 18% month over month, higher than analysts' expectations of 92.38 billion US dollars, and higher than the previous revenue guidance given by the company. Nvidia management said during the earnings call that revenue for the 2028 fiscal year will increase by about 70%, compared to 45% previously estimated by Hypermarket. Hwang In-hoon pointed out that AI infrastructure construction is progressing at full speed. Vera Rubin is now in full production and is being built to meet the needs of this era.

China Securities Peng Yuan pointed out that the third quarter of 2026 will become an inflection point for the AI computing power hardware industry, marking that the global AI computing power industry chain has officially entered a mass production and implementation cycle centered on the Nvidia Vera Rubin platform. We continue to be firmly optimistic about the booming market in the AI computing power hardware industry chain in the second half of the year. The industry development logic has completed a phased transition, from a game of policy and technical expectations in the first half of the year to a comprehensive shift from a game of policy and technology expectations in the first half of the year to a substantial acceleration in performance implementation.