民生證券:AI拉動下 當下數據中心相關仍為PCB和銅互聯行業增長的主要推動力
民生證券認為AI拉動下,當下數據中心相關仍為PCB和銅互聯行業增長的主要推動力。建議關注:1)PCB:PCB具有利於安裝、維護以及低成本等優勢,仍然為解決機櫃互聯的主流方案之一,建議關注:滬電股份(002463.SZ)、勝宏科技(300476.SZ)、景旺電子(603228.SH)等;2)銅互聯:高速銅纜可以在短距離通信的情況下,實現低成本、高速率、低功耗的加速卡互聯解決方案,在AI數據中心的滲透率快速提升,建議關注:沃爾核材、鴻騰精密科技、精達股份等。
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