【点金互动易】PCB+AI服务器，这家公司在PCB耗材领域全球市占率领先，深度受益于英伟达GB200及Rubin架构带动的高层数PCB板钻孔需求增量

Group 1 - The article emphasizes the investment value of significant events, analyzing industry chain companies and interpreting key points of major policies [1] - A company in the PCB and AI server sector leads globally in market share for PCB consumables, benefiting from increased demand for high-layer PCB drilling driven by Nvidia's GB200 and Rubin architecture [1] - AI applications and ByteDance are leveraging large models to achieve intelligent production of scripts and materials, with related business revenue surging nearly 150% last year, positioning the company among the top tier in China [1]