上市首日，易控智驾(07687.HK)开涨3.5%，基本半导体(09971.HK)开涨7.9%，瑞为技术(07656.HK)开跌16.9%。

Chen Guo, deputy director and chief strategist at East Money Research Institute, said a downturn in the Korean memory-chip sector would not signal the end of the global tech bull and may simply reflect intra-tech rebalancing. He said the move would not imply the end of an A-share re-rating; RMB assets still have room to be re-rated, with particularly large upside for high-quality carbon-based assets in China’s A-share market.

Dongshan Precision (market cap ¥400bn) jumped more than 7% intraday Tuesday afternoon as some PCB-related names moved, after supply-chain researcher SemiAnalysis reported NVIDIA’s next‑generation Kyber AI server system could be delayed by a year due to specialized circuit‑board manufacturing issues. The claim triggered a global selloff in PCB plays the previous day. NVIDIA responded on the 6th: “Our product roadmap remains unchanged.” Mizuho analyst Jordan Klein said similar NVIDIA delay rumours have recurred and are largely “attention‑seeking noise.”