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民生证券:AI拉动下 当下数据中心相关仍为PCB和铜互联行业增长的主要推动力

Minsheng Securities: Under the drive of AI, the current datacenter industry continues to be the main driving force for the growth of PCB and copper interconnection.

Breakings ·  Sep 13 10:30

Minsheng Securities believes that driven by AI, the current datacenter sector remains the main driving force for the growth of the PCB and copper interconnect industries. Recommendations include: 1) PCB: PCB has advantages such as easy installation, maintenance, and low cost, and remains one of the mainstream solutions for cabinet interconnection. It is recommended to pay attention to: Wus Printed Circuit (002463.SZ), Victory Giant Technology (300476.SZ), Shenzhen Kinwong Electronic (603228.SH), etc.; 2) Copper Interconnect: High-speed copper cables can achieve low cost, high speed, and low power consumption acceleration card interconnection solutions in short-distance communication scenarios. As the penetration rate in AI datacenters rapidly increases, it is recommended to pay attention to: Shenzhen Woer Heat-Shrinkable Material (002130.SZ), Fit Hon Teng (608858.SH), Tongling Jingda Special Magnet Wire (600577.SH), etc.

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