
AI-generated summary
The supply gap of carrier boards continues to expand, driving the stock prices of Xinxing, Nandian and Jingshuo to record highs simultaneously. As a relatively low-valued target among carrier stocks, Zhending-KY's stock price started to rise in early trading and once surged 8.4%. The company has recently expanded capital expenditures and actively deployed high-growth applications such as AI servers, high-speed optical modules and IC carrier boards. In August, related business revenue more than tripled compared with the same period last year, and has become an important engine to boost the company's revenue.
Zhending’s stock price started to rise today. (Photo by reporter Zhuo Yijun)
[Reporter Zhuo Yijun/Report from Taipei] The supply gap of ABF carrier boards continues to expand. The stock prices of Xinxing (3037), Nandian (8046) and Jingshuo (3189) of carrier boards simultaneously hit a new high in early trading today. The cheapest carrier board stock Zhending-KY (4958), which is relatively lagging behind, finally launched today. It took the lead in spurting out the volume early in the morning. It once rose 8.4%, breaking through the consolidation range in the past month.
As of around 9:50, Zhending's stock price surged 6.86%, temporarily trading at 545 yuan, with a trading volume of more than 37,000 contracts, exceeding yesterday's full-day trading volume of 31,600 contracts.
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Zhiding has expanded capital expenditures and actively pursued new AI-related application products. The benefits have begun to show. In August, the total revenue of the server/optical module/IC carrier board business more than tripled compared with the same period last year. The growth rate further expanded and has become an important driver of the company's revenue. Qing, Zhending said that as new consumer electronics products enter the traditional peak shipping season, and the demand for AI servers, high-speed optical modules and IC carrier boards continues to increase, the two major driving forces of the traditional peak season and AI high-end applications are advancing simultaneously, and the company's operating performance is expected to continue to heat up.
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AI outlook — possibilities, not facts
Zhending-KY stock price will maintain a volatile upward trend in the short term
Likely · Within weeks

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