Changes in Hong Kong stocks | PCB concept stocks had the highest decline, Dingtai Hi-Tech (01377) fell more than 20%, and Guanghe Technology (01989) fell more than 11%

Zhitongcaijing · 1d ago

The Zhitong Finance App learned that PCB concept stocks had the highest decline. As of press release, Dingtai Hi-Tech (01377) fell 20.77% to HK$200.60; Guanghe Technology (01989) fell 11.04% to HK$102.30; Shenghong Technology (02476) fell 8.62% to HK$177.10; and Jiantao Group (00148) fell 5.72% to HK$54.40.

According to the news, it was rumored in the market this morning that the American Printed Circuit Board Association (PCBAA) officially pressured the US government and the Department of Defense to clearly put forward the core demand that the military supply chain completely eliminate Chinese PCB products, and that January 1, 2027 is the deadline. It is worth noting that the news was reported as early as September of this year, and it only focuses on the national defense and military PCB supply chain. Furthermore, the news that OpenAI's annualized revenue was $20 billion less than previously reported raised concerns about a slowdown in computing infrastructure investment. However, the $20 billion gap was not due to business deterioration, but rather a systemic bias in statistical caliber.