港股概念追踪 |AI PCB市场规模持续增长龙头企业或盈利改善（附概念股）

智通财经04-29

AI服务器PCB面积、层数、材料性能持续提升，推动PCB单机价值量增长。相比DGX系列服务器，GB200 NVL72中单GPU PCB价值量有望提升。AI PCB市场规模持续增长，HDI价值量占比提升。广发证券研报指出，国内厂商积极布局AI服务器PCB，产业链迎来新机遇。从“AI的iPhone时刻”到“AI的引裂变时刻”，建议关注产业链核心受益标的。招商证券认为，经过过去两年行业库存去化，竞争加剧...

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港股概念追踪 |AI PCB市场规模持续增长 龙头企业或盈利改善（附概念股）

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港股概念追踪 |AI PCB市场规模持续增长龙头企业或盈利改善（附概念股）