机构看好高频高速树脂龙头企业 | 券商晨会

Group 1 - The core viewpoint of the reports highlights the expected growth in AI capital expenditure by overseas cloud vendors in 2026, leading to increased demand for server-related materials and high growth in market space [1] - The new standards for electric meters are anticipated to result in a simultaneous increase in both volume and price in the industry by 2026, enhancing the profitability of companies with technological advantages [2] - Despite recent volatility in gold prices, the outlook for precious and non-ferrous metal prices remains optimistic for 2026, driven by market dynamics and geopolitical uncertainties [3] Group 2 - High-frequency and high-speed resin materials are identified as core components for servers, with leading companies in this sector expected to benefit from the growth in high-end AI hardware [1] - The new electric meter standards are expected to lead to a price increase of over 20% compared to previous procurement batches, marking a recovery in the market [2] - The market may have overestimated the hawkish stance of the new Federal Reserve Chairman, but uncertainties in geopolitical situations, such as Iran, could influence gold market volatility [3]