Understanding the Market | FIH rises over 8% again, H20 lifting may drive supply chain performance. NVIDIA previously discussed deploying humanoid robots with Foxconn
FIH Group rose over 8% again, as of the time of writing, up 7.81%, reported at HKD 12.98, with a transaction volume of HKD 69.8412 million. On the news front, the U.S. government approved NVIDIA's H20 export license. Cinda Securities pointed out that H20, as NVIDIA's main compliant AI chip for the Chinese market, its resumption of supply may meet some of the domestic backlog of computing power demand. The delays in industry chain orders and the wait-and-see sentiment caused by the uncertainty of the license are expected to ease, and the order visibility and shipment rhythm of NVIDIA's core suppliers may return to clarity, with performance growth momentum expected to continue to strengthen from H2. Notably, in June of this year, media reported that two insiders revealed that NVIDIA is in talks with Foxconn to deploy humanoid robots at a new factory in Houston, Texas, USA, which will be used to produce NVIDIA's AI servers. Sources said this would be the first time NVIDIA products are manufactured on the production line with the assistance of humanoid robots, and it is also expected to be Foxconn's first AI server factory using humanoid robots in production
According to Zhitong Finance APP, FIH Group (02038) has risen over 8%, and as of the time of writing, it is up 7.81%, priced at HKD 12.98, with a transaction volume of HKD 69.8412 million.
On the news front, the U.S. government has approved NVIDIA's H20 export license. Cinda Securities pointed out that H20, as NVIDIA's main compliant AI chip for the Chinese market, its resumption of supply may meet some of the domestic backlog of computing power demand. The delays in industry chain orders and the wait-and-see sentiment caused by the uncertainty of the license are expected to ease, and the order visibility and shipping rhythm of NVIDIA's core suppliers may return to clarity, with performance growth momentum expected to continue to strengthen from H2 onwards.
It is worth noting that in June of this year, media reports indicated that two informed sources revealed that NVIDIA is in talks with Foxconn to deploy humanoid robots in a new factory in Houston, Texas, USA, which will be used to produce NVIDIA's AI servers. According to the sources, this will be the first time NVIDIA products are manufactured on the production line with the assistance of humanoid robots, and it is also expected to be Foxconn's first AI server factory that uses humanoid robots for production on the production line
