中信证券:行情向上趋势仍将持续
Di Yi Cai Jing·2025-10-13 00:37

Core Viewpoint - The upward trend in the market is expected to continue, with a strong outlook for the overall sector in the future [1] Group 1: Key Focus Areas - Computing Power: Cloud service capital continues to increase, and the prosperity of computing power infrastructure is expected to persist, maintaining a positive outlook for the PCB sector [1] - Storage: The confluence of AI era cycles, growth, and domestic production leads to a comprehensive positive outlook for the storage sector [1] - Chip Testing: The demand for testing is significantly driven by AI chips, with third-party testing firms upgrading their technology to meet high-end requirements [1]