In the south, Southern Technology Holdings (07788) doubled their long position in NVIDIA, which rose by nearly 11% by the time of publication, increasing by 10.91% to HKD 167.75 with a trading volume of HKD 4.4579 million. On the news front, American fiber optics leader Corning announced a long-term business and technical cooperation agreement with NVIDIA. According to the agreement, Corning plans to increase its optical connectivity solution capacity in the United States to ten times its current level and expand US fiber optic production capacity by over 50%. The market generally sees the long-term value of this cross-industry cooperation, recognizing it as a key layout for NVIDIA to deepen its AI data center optical infrastructure and consolidate its industry-leading position. As of May 6th, NVIDIA's stock price rose by over 7%, with a market value surpassing $500 billion. Nomura Analysis believes that NVIDIA's proactive establishment of deep ties with upstream suppliers indicates its belief that the long-term demand for fiber optic and optical connectivity products will remain strong. This demand not only covers traditional horizontal expansion (scale-out) scenarios, but also extends to vertical expansion within server racks (scale-up) and applications in data center interconnection (DCI).