华龙证券华龙内参2024年第44期，总第1603期（电子版）

Market Analysis - The market experienced a rebound with all three major indices closing higher, with the Shanghai Composite Index up by 0.62%, the Shenzhen Component Index up by 1.1%, and the ChiNext Index up by 0.97 [4][17] - The total trading volume in the Shanghai and Shenzhen markets was 860.6 billion, a decrease of 121.1 billion from the previous trading day [3][17] - Northbound capital saw a net inflow of 6 billion, with the Shanghai Stock Connect contributing 3.591 billion and the Shenzhen Stock Connect contributing 2.41 billion [5][17] Key News - AI concept stocks showed strong performance, particularly in computing power and CPO sectors, with companies like Industrial Fulian and Mingpu Guangci hitting the daily limit [17][18] - The PCB sector also saw significant gains, with companies like Huadian Co. and Shengyi Technology reaching their daily limit, driven by the demand from AI servers and digital economy growth [22][23] Concept Hotspots - The demand for storage chips is expected to rise significantly, with SK Hynix announcing a 1 billion investment in high-bandwidth memory technology. The supply of HBM is projected to be tight, with a supply-demand ratio of 0.6 expected this year [22][23] - The PCB market is anticipated to experience high demand due to the growth of AI, 6G, and digital economy sectors, with the server PCB market projected to reach 16 billion USD by 2026 [22][23]