B · Normal
[PCB concept continues to rise in the afternoon, Shanghai Electric Co., Ltd. shares rise by the daily limit] On November 11, the PCB concept continued to rise in the afternoon, Shanghai Electric Co., Ltd. shares rose by the daily limit, Jingwang Electronics, Nanya New Materials, Osconn, Xunjiexing, and Shengyi Technology followed suit. In terms of news, Sinolink Securities believes that the demand for AI servers, switches and high-speed interconnection continues to grow, driving the demand for high-end multi-layer boards, high-end HDI (high-density interconnect boards) and low-loss materials. The usage and value of single-cabinet PCBs have increased, and the high-end production capacity of leading manufacturers has maintained a high utilization rate.
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