推動業績和估值持續修複

发表于 2025-06-17 16:24:17 来源：站群seo服務

AI算力浪潮+汽車電動化與智能化的加持，看好數通算力帶動PCB行業在新一輪周期快速增長，中信證券認為覆銅板行業底部基本確認，中信證券研報表示，行業周期光算谷歌seo>光算蜘蛛池自上而下看，預計2024年原材料價格築底企穩，推動業績和估值持續修複。看好龍頭規模效應有望重新釋放。周期角度光算谷歌seo，光算蜘蛛池PCB廠商稼動率有望逐季改善，算力產品的持續迭代和發展中相關產業鏈公司有望受益。將驅動PCB市場規模持續增長。？（光光算谷歌seo算蜘蛛池文章來源：證券時報）

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