胜宏科技-董事长炉边谈话：新技术、产能扩张，聚焦 AI；买入评级

26 February 2026 | 11:43PM HKT Equity Research Victory Giant (300476.SZ): Chairman Fireside Chat: new technology, capacity expansion, focusing on AI; Buy We hosted Victory Giant (VGT)'s Chairman for a fireside chat on Feb 26 in Hong Kong. Management remains positive on AI servers ramp-up with PCB specification upgrades and rising PCB usage in AI server racks, along with strong commitments to both capacity expansion and talent hiring. We reiterate our positive view on Victory Giant's growth ahead where we ex ...