Sytech(SH:600183) Xin Lang Cai Jing·2025-12-24 05:57Group 1 - The PCB concept saw significant movement on the afternoon of the 24th, with Shengyi Technology (600183) quickly hitting the daily limit and reaching a historical high of 72.6 yuan per share, resulting in a total market capitalization of 176.4 billion yuan [1][5] - Youyan Powder Materials (688456) also hit the daily limit with a 20% increase, while other companies such as Nanya New Materials, Jingwang Electronics, Huazheng New Materials, and Shengyi Electronics followed suit with gains [1][5] - The PCB index rose by 2.51%, reaching 1867.08 points, indicating a positive trend in the sector [7] Group 2 - The latest market forecast indicates that NVIDIA's GB300 AI server cabinet is expected to ship 55,000 units next year, representing a year-on-year growth of 129% [4][8] - The next-generation Vera Rubin 200 platform is anticipated to begin shipping in the fourth quarter of next year, highlighting ongoing advancements in AI server technology [4][8]