Group 1 - The core viewpoint of the article highlights the positive performance of Jiantao Laminated Board (01888), which saw a rise of over 4%, reaching HKD 11.7 with a trading volume of HKD 190 million [1] - Broadcom's third-quarter earnings exceeded expectations, and the company provided strong guidance for the fourth quarter, particularly in the AI chip business, indicating a continued acceleration [1] - The demand for AI servers, including GPUs and ASICs, remains high due to ongoing global development of AI computing infrastructure, which is expected to enhance the entire PCB industry chain's prosperity [1] Group 2 - Huaxin Securities noted that the price of copper-clad laminates (CCL) has already increased in the first half of the year, and strong PCB demand may support price rigidity, leading to improved performance in the second half of the year [1] - Open Source Securities anticipates that the capacity layout for high-end CCL and materials will accelerate by 2026, with AI options likely entering a realization phase, driving up valuation centers [1] - The actual contribution to financial statements is expected to be concentrated in 2027, maintaining a "buy" rating for the stock [1]
港股异动 | 建滔积层板(01888)涨超4% AI服务器需求强劲 机构看好PCB产业链景气度高企