Grok 4即将发布，关注二季度业绩有望超预期方向

Core Insights - The upcoming release of Grok4 is anticipated to significantly enhance code generation and understanding capabilities, with a planned launch after July 4 [1][2] - OpenAI has started renting Google’s AI chips to support its products, indicating a trend of increasing reliance on advanced hardware in the AI sector [2] - Major companies like Google, Amazon, and Meta are rapidly developing ASIC chips, with Meta planning to release several new models between 2025 and 2027, aiming to ship 1 to 1.5 million ASICs by the end of 2026 [2][3] Industry Trends - The AI-PCB industry is experiencing strong demand, with many companies reporting full production and sales, leading to high growth expectations for Q2 and Q3 [2][3] - The transition to M8 materials in AI servers and switches is expected to enhance value, with a potential shift to M9 materials in the future [2][3] - The semiconductor industry, including SOC chips, CIS chips, and storage chips, is projected to see some companies exceed performance expectations in Q2 [2][4] Investment Recommendations - Focus on sectors with confirmed growth, including AI-PCB, computing hardware, and the Apple supply chain, as well as industries benefiting from AI advancements [3] - The demand for AI copper-clad laminates is robust, with mainland manufacturers likely to benefit from slow overseas expansion [3] - The semiconductor sector is showing stable upward trends across various segments, including consumer electronics and passive components [4]