金吾财讯 | 港股PCB概念局部走强，截至发稿，大族数控（03200）涨5.28%，芯碁微装（09630）涨2.69%，建滔集团（00148）涨1.99%，胜宏科技（02476）涨1.69%。消息面上，中信证券发文研究称，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，中信证券持续看好板块后续的投资机会。
中信证券建议关注以下投资主线：1）AIPCB/CCL龙头公司：短期业绩表现强劲+中期业绩高增能见度提升；2）此前传统PCB占比较高、业绩承压的公司，随年中涨价传导，26H2有望迎来业绩明确反转，同时AIPCB业绩成长预期有望进一步强化；3）受益于CCL持续涨价落地，业绩释放有望超预期。
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