Language:
Instant News and Commentaries
CLSA Reiterates Outperform on LENS, Envisions Yuans Tech Acquisition to Open Door to Nvidia Supply Chain
12 Dec 2025 15:51
LENS (06613.HK) announced plans to acquire over 95% of Yuans Technology, a supplier to Nvidia (NVDA.US) engaged in the production and sales of server cabinets, structural components, and server liquid-cooling modules, according to a CLSA report.

CLSA expects the deal to be completed next year, which would help LENS break into Nvidia's AI server supply chain and drive rapid growth in its AI server business.

LENS' rating was reiterated as Outperform, with a target price remaining unchanged at HKD38.
~



AAStocks Financial News
Web Site: www.aastocks.com
SG Top Picks
Stock & Type Code Strike(Call Level) Last Effective Gearing
Nvidia (C) 10055 230 (-) 0.123 6.3 X
Nvidia (P) 10057 165 (-) 0.217 4.0 X

 

Information Provided by AAStocks Financial News [Disclaimer]
Subscribe Newsletter
Get the latest news from us by inputing your email address here.
(Please read our Privacy Policy)