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CITIC Securities' research report highlights that NVIDIA's earnings for the third quarter of fiscal year 2026 (FY26Q3) and its guidance for the fourth quarter of fiscal year 2026 (FY26Q4) both surpassed market expectations. Simultaneously, Google's Gemini 3 model demonstrated a marked improvement in performance, also exceeding anticipated benchmarks. CITIC Securities interprets these developments as clear indicators that the AI industry is continuing to gather momentum and accelerate its growth trajectory. The firm expresses a positive stance on the industrial prospects for Printed Circuit Boards (PCBs), which are evolving in tandem with advancements in the AI chip sector. In recent times, the PCB sector has witnessed a surge of positive catalysts, prompting CITIC Securities to maintain its recommendation of leading manufacturers within the AI PCB domain.
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