Focus Stocks》BusinessLink-KY: Yaochi Golden Mother increases its position and charges with volume

BizLink-KY has benefited from continued investment demand in AI infrastructure and advanced semiconductor manufacturing, driving high-performance computing and semiconductor capital equipment businesses to maintain strong momentum. (File photo)

[Reporter Fang Weijie/Report from Taipei] The active unified Taiwan stock growth (00981A) traded by fund manager Chen Chuanyao, known as the "Golden Mother of Yaochi" in the market, increased Bizlian-KY (3665) yesterday. ), a total of 180 contracts. Today, as the market rebounded and buying orders rushed in, the company's stock price opened higher. As of 9:14 a.m., it was temporarily trading at 1,585 yuan, an increase of 4.62%, with a trading volume of 650 contracts.

BizLink-KY has benefited from the continued investment demand in AI infrastructure and advanced semiconductor manufacturing, which has driven high-performance computing (HPC) and semiconductor capital equipment businesses to maintain strong momentum. In addition, the acquisition of Interplex Datacom has expanded its performance scale. It recently announced revenue of 11.846 billion yuan in October, a monthly increase of 26.9% and an annual increase of 80%, setting a new monthly high.

Deng Jianhua, general manager of BizLink-KY, expressed his views on the AI ​​supply chain earlier this month. He believes that in addition to memory, the supply of optical fiber is also very tight, and the shortage is expected to continue. Large optical fiber manufacturers in the United States, Europe, Japan and China are actively expanding production capacity to meet market demand. Some large AI companies have even directly invested in optical fiber manufacturers. BizLink is also actively expanding its global manufacturing layout.