On June 1, Hong Kong-listed smart hardware stocks traded actively, with Huaqin Technology posting strong gains. As of writing, the stock was trading at HK$98.95, up 25.65%, after hitting an intraday high of HK$101, marking a new record high since listing. Turnover reached HK$338 million, with trading volume at 3.58 million shares, as investor interest remained strong.

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NVIDIA event approaches as AI PC expectations build

On the news front, NVIDIA will host GTC Taipei 2026 from June 1 to June 4, where CEO Jensen Huang is set to deliver a keynote speech outlining the company’s latest AI technologies and broader industry trends.

Ahead of the event, NVIDIA posted a teaser on its official social media channels reading “A new era of PC,” while Microsoft and Arm Holdings also joined the pre-event promotion. The coordinated messaging has fueled market speculation around upcoming AI PC product launches and broader ecosystem upgrades, lifting sentiment across related names.

AI terminal upgrade cycle expected to create new growth opportunities

Industry participants generally believe that, as generative AI increasingly moves onto end-user devices, AI PCs are transitioning from early concept validation into a commercialization and volume shipment phase.

Compared with traditional PCs, AI PCs offer stronger capabilities in areas such as on-device model inference, personal AI assistants, and multimodal interaction. They are increasingly viewed as the next major evolution of personal computing devices. As chip performance improves and software ecosystems continue to mature, a new replacement cycle is expected to emerge, creating incremental growth opportunities across OEMs, core component suppliers, and ODM manufacturers.

Huaqin seen as a key beneficiary across the supply chain

As a leading global smart hardware ODM, Huaqin Technology operates across a broad range of product categories including smartphones, notebooks, tablets, wearables, and data center servers, with exposure to both consumer electronics and AI computing infrastructure.

Market observers note that the company has established manufacturing capabilities and deep relationships with leading customers in the notebook ODM segment, positioning it well to benefit from the AI PC upgrade cycle. Meanwhile, its server and data center business is also expected to benefit from expanding global demand for AI computing power, creating a dual growth narrative spanning both AI devices and AI infrastructure.

Market watching closely for further catalysts from GTC Taipei

Institutions generally expect that as GTC Taipei 2026 officially gets underway, further disclosures related to AI PC chip platforms, the Windows AI ecosystem, and new end-device launches could continue to boost sentiment across the sector.

Against the backdrop of sustained investor focus on AI-related themes, Huaqin Technology has continued to attract market attention thanks to its integrated strengths in smart hardware manufacturing. The stock’s move above HK$101 during intraday trading not only marked a fresh all-time high since listing, but also reflected growing optimism around both the AI terminal supply chain outlook and the company’s long-term growth prospects.

How to Buy Huaqin Technology on uSMART

After logging into the uSMART HK app, click the “Search” button in the top-right corner of the page, enter the ticker code (03296.HK) , and navigate to the details page to view transaction details and historical trends. Click the “Trade” button in the bottom-right corner, select the trade type, and submit your order after filling in the transaction conditions.

(Image Source: uSMART HK app)