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增速快、估值低的pcb领域小市值“遗珠”,公司在AIPC和AI服务器领域均有深入布局!
摩尔投研精选·2025-06-05 10:21

Group 1 - The PCBA sector has fast growth and low valuation, with small-cap "hidden gems" that have deep layouts in AIPC and AI server fields, covering clients such as Huawei and BYD, and already having overseas factory layouts [1] - The "swarm tactics" have generated demand for anti-drone solutions, with analysts optimistic about the rapid growth of the anti-drone market, which combines security and infrastructure attributes, potentially becoming a new paradigm for low-altitude security driven by multimodal intelligent integration [1]