【中信证券:看好PCB/CCL景气周期的持续性及增长性】中信证券研报认为,看好PCB/CCL景气周期的持续性及增长性,短期受益于AI领域的迭代放量及传统领域的涨价,26H2业绩有望表现强势;中长期则有望受益于PCB工艺及材料的持续迭代升级,ASIC、载板、mSAP、PTFE等细分方向均有望实现超额增长,持续看好板块后续的投资机会。
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