Group 1 - The core viewpoint is that the demand for printed circuit boards (PCBs) is surging due to the accelerated construction of AI computing infrastructure [1] - High-layer boards, high-density interconnect boards (HDI boards), and IC carrier boards are experiencing rapid growth in planned output value, with leading PCB companies in China expected to invest 41.9 billion yuan from 2025 to 2026 [1] - AI servers have higher requirements for PCB usage, density, and performance, leading to increased precision demands in processes such as exposure, drilling, plating, and inspection [1] Group 2 - Domestic PCB equipment manufacturers are expected to seize the opportunity presented by the AI PCB boom, accelerating the validation of emerging technologies and actively meeting incremental demand [1] - There is a recommendation to focus on companies involved in AI PCB equipment, particularly those specializing in laser, vision, and inspection technologies [1]