中信证券：英伟达业绩及指引、Google Gemini 3超预期，持续看好AI PCB板块

Core Insights - Recent performance of Nvidia's FY26Q3 exceeded expectations, and the FY26Q4 guidance is also optimistic, indicating a strong upward trend in the AI industry [1] - Google's release of Gemini 3 shows significant performance improvements, further supporting the growth narrative in AI [1] Industry Opportunities - The report highlights PCB as a key sector benefiting from the AI chip upgrade cycle, suggesting a favorable investment outlook for this industry [1] - There is a recommendation to focus on leading companies with strong technical capabilities and customer positioning, as well as high earnings certainty [1] - Companies that are actively expanding capacity and strengthening AI business expectations are also identified as potential investment targets [1] - The report notes the profit improvement for companies benefiting from the rising prices of copper-clad laminates and the increased volume of high-end materials [1]