HTI Securities: Bullish on AAC Technologies (02018.HK) as its PC thermal management solutions upgrade positions it as a key beneficiary in the AI PC supply chain.

With NVIDIA's recent launch of the new RTX Spark super chip and its deep collaboration with Microsoft to deliver a native Windows experience, the PC industry is accelerating into the era of AI agents. A recent research report from Haitong International noted that the RTX Spark, offering up to 1 petaflop of AI computing power and 128 GB of unified memory, can smoothly run large language models with 120 billion parameters locally, marking a qualitative leap in on-device AI capabilities. The continued penetration of AI applications into end devices will drive a faster adoption rate of AI PCs. As the core hardware endpoint in the PC ecosystem, AI PCs will catalyze

Gelonghui FinanceJun 5 10:00

AAC Technologies Holdings (AACAF) Gets a Buy From Huatai Securities

TipRanksJun 4 13:25 · Ratings

AAC Technologies (2018.HK) unveiled its full lineup of in-house developed optical coating solutions for the first time and has already commenced mass shipments to leading customers.

On June 2, Chenrui Optics, a subsidiary of AAC Technologies, officially announced that it unveiled its full suite of optical coating solutions for the first time at the "25th Jiangsu Provincial Optical Thin Film Technology Symposium." These solutions have been implemented across multiple sectors including AI smartphones, VR devices, drones, and in-vehicle smart terminals, with mass production and delivery already achieved for leading customers. Optical coatings—often described as the "optical skin" of lenses—enable precise light control through nanoscale film layers, offering multiple benefits such as anti-reflection and glare reduction, color and image quality enhancement, and lens protection. This technology represents a critical factor determining the upper limit of lens imaging performance. Chenrui Optics has already established capabilities in AR, SWC, LSC, APC, AF, Super Black, High

Gelonghui FinanceJun 3 11:45

Rare! Tencent surges over 10% in a single day—has the worst passed for Hong Kong tech stocks?

Hong Kong-listed tech stocks surged.

Securities TimesJun 2 17:07

AAC Technologies gains strength as MEMS piezoelectric active cooling chips are set for mass production and shipment.

AAC Technologies (02018) rose nearly 7% intraday. As of the time of writing, it was up 4.55% at HK$48.30, with a trading volume of HK$481 million.

Zhitong FinanceJun 2 11:52

Everbright Securities: AAC Technologies' major North American client is expanding across multiple fronts, entering the liquid cooling segment for AI computing centers.

A recent sector research report from Everbright Securities noted that the recent rebound in the Hong Kong-listed consumer electronics segment fundamentally reflects the market’s concentrated trading activity and expectation-driven positioning around companies’ medium- to long-term growth narratives tied to AI-related emerging businesses. Companies such as AAC Technologies, with substantive strategic deployments in AI-related fields, are building a second growth curve that transcends the traditional consumer electronics cycle. Everbright Securities highlighted that AAC Technologies is a core supplier to its major North American client for acoustic components, motors, thermal solutions, and MEMS microphones. Benefiting from its premium product positioning and robust supply chain management capabilities, this North American client has remained largely insulated from the impact of rising memory prices, supporting the profitability of the company’s related business segments.

Gelonghui FinanceJun 2 10:52