胜宏科技- 管理层调研：AI 推动 PCB 单位价值提升驱动增长，高效扩产支撑客户需求，给予买入评级

6 February 2026 | 6:11AM HKT Equity Research Victory Giant (300476.SZ): Mgmt. visit: AI PCB dollar content increase driving growth; Efficient capacity expansion to support clients; Buy We hosted Victory Giant's board secretary in Hong Kong recently. Management is positive on the PCB dollar content increase in AI servers and is working closely with the major customer on the next generation products, meanwhile expanding to ASIC AI server supply chain, driving the revenue growth in the coming years. Management ...