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CITIC Securities: Sustained High Demand for Computing Power Poised to Deeply Benefit Leading PCB/CCL Companies
2025-06-07 /
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Author：小编
According to CITIC Securities, investment prospects in the computing power sector, particularly focusing on the NVIDIA and ASIC chains, remain robust. Leading domestic PCB/CCL firms are anticipated to reap significant benefits from the tight supply-demand dynamics of high-end capacity, with sustained and predictable growth in their performance. It is expected that manufacturers possessing collaborative development and cooperation capabilities will continue to enjoy profound advantages.
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