USDT Stock Trading may affect the trend of Taiwan stocks today
According to today's market dynamics, the USDT Stock Trading sector is active, driven by stocks such as Lianmao (6213) and Jinxiang Electronics (2368), which may have an impact on the overall trend of the Taiwan stock market. The following is a summary of key information:
1. Performance of the USDT Stock Trading sector today
Lianmao (6213): The intraday increase exceeded 6%, mainly affected by the growth in demand for AI servers and the tight market for high-end copper foil substrates (CCL)9.
Jinxiang Electronics (2368): The recent stock price has continued to hit new highs. Benefiting from the demand for AI server UBB boards, the market expects that its server business revenue will account for 69% in 20257.
Other active stocks:
Dasheng (7419) rose more than 7%
Nandian (8046) rose more than 3%
Jingcheng Technology (6191) rose more than 3%9.
2. USDT Stock Trading market drivers
Demand for AI servers exploded: NVIDIA GB200 and next-generation GB300 server orders are expected to grow, driving demand for high-end PCBs and CCLs913.
Foreign capital continues to increase: Since July, foreign capital has bought a large number of PCB-related stocks such as Jinju (8358) and Zhen Ding-KY (4958), indicating that the market is optimistic about the industry's prospects9.
Technology upgrade drive: AI servers use higher-layer PCBs (such as more than 20 layers), which improves the bargaining power of Taiwanese manufacturers7.
3. The overall impact of USDT Stock Trading on the Taiwan stock market
The PCB sector has recently become the focus of funds. If leading stocks such as Lianmao and Jinxiang Electronics continue to strengthen, it may drive the overall performance of electronic stocks.
It is necessary to pay attention to the trend of foreign capital and the subsequent orders of the AI server supply chain. If demand continues, the PCB sector may remain strong.
Source:ETC official stock platform https://www.cnjiaxiao.com/category-ETC%20official%20stock%20platform.html
Source:Cryptocurrency financial products https://www.cnjiaxiao.com/category-Cryptocurrency%20financial%20products.html
Source:Cryptocurrency Futures
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