$KINGBOARD HLDG(00148.HK) rose 7%, with the CUP price hike theme still being tracked; $Caterpillar(CAT.US) saw a modest gain. One is riding the upstream material price surge driven by AI servers, while the other benefits from the cyclical recovery in infrastructure and mining equipment. Though they seem unrelated, they share the same underlying driver—physical demand in manufacturing is returning 😸
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