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CITIC Securities' research report highlights that the market's upward trajectory is poised to continue, with a strong vote of confidence in the sector's overall future prospects. For October, the report suggests focusing on three key areas: Firstly, computing power. Cloud service providers are ramping up their capital expenditures, sustaining the boom in computing power infrastructure, which bodes well for the PCB industry. Secondly, storage. In the era of artificial intelligence, cyclical trends, growth potential, and domestic factors are converging, leading to a highly optimistic outlook for the storage sector. Thirdly, chip testing. The burgeoning demand for AI chips has surged, prompting third-party testing firms to upgrade their technologies to cater to high-end requirements.
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