CITIC Securities pointed out that the computing power industry remains highly prosperous around the investment opportunities of Nvidia Chain and ASIC Chain, and is optimistic that the leading domestic PCB/CCL industry is expected to benefit from the industry opportunities under the tight supply and demand of high-end production capacity, and the performance growth is still highly sustainable and certain. It is expected that manufacturers who are positioned in the technology upgrade cycle of the leading core customers and have the ability to cooperate in collaborative development will continue to benefit deeply.