PCB concept stocks are active repeatedly, Yihao New Materials, Shanghai Electric Co., Ltd., and Jingwang Electronics hit new highs
PCB concept stocks have been active repeatedly, Yihao New Materials, Shanghai Electric Co., Ltd., and Jingwang Electronics have set new highs, Jinan Guoji has been on the board for two consecutive days, and Oscon and Zhongyi Technology have followed suit. According to Tianfeng Securities' research report, it is estimated that the market space for M8PCB boards corresponding to AI servers + switches will be 50-60 billion in 2026. In addition, NVIDIA held a shareholders' meeting on June 25 to target the positioning of AI infrastructure platform providers. Leading manufacturers at home and abroad continue to focus on infrastructure construction to meet the surging demand for inference computing power. ASIC market space expectations continue to rise, and the PCB industry chain remains highly prosperous.