财经快讯|广发证券:AI PCB市场规模持续增长,产业链迎新机遇
4月24日消息,广发证券研报指出,AI服务器PCB面积、层数、材料性能持续提升,推动PCB单机价值量增长。相比DGX系列服务器,GB200 NVL72中单GPU PCB价值量有望提升。AI PCB市场规模持续增长,HDI价值量占比提升。国内厂商积极布局AI服务器PCB,产业链迎来新机遇。从“AI的iPhone时刻”到“AI的引裂变时刻”,建议关注产业链核心受益标的。
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