Computing hardware stocks slide; Shennan Circuits, Kinwong, Accelink hit limit down

The breadth of the selloff—multiple limit-downs and a double-digit plunge in Hengdongguang—points to a sector-wide de-risking rather than an idiosyncratic story, with optical and PCB names hit hardest. That matters because these suppliers sit upstream of AI compute buildouts, so the move suggests positioning stress in the hardware supply chain rather than a single-company event. Whether the pressure stays concentrated in second-tier names or spreads to larger optical module makers is the open question worth watching.