Group 1 - The core viewpoint of the article highlights the positive performance of Kintor Pharmaceutical (01888), which saw its stock price increase by 4.46% to 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 in this sector [1] - The demand for AI servers, including GPUs and ASICs, remains high due to ongoing global developments in AI computing infrastructure, which is expected to enhance the overall industry chain's prosperity, particularly for PCB manufacturers and upstream materials [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] - The company is expected to accelerate its capacity layout for high-end CCL and materials by 2026, with AI options likely entering a realization phase, which could drive an upward shift in valuation [1] - The actual contribution to financial statements is anticipated to be concentrated in 2027, with a "buy" rating maintained by Open Source Securities [1]
建滔积层板涨超4% AI服务器需求强劲 机构看好PCB产业链景气度高企