Citi published a report stating that in the field of artificial intelligence infrastructure hardware, China accounts for about 75% of the global supply of copper clad plates, and believes that it is still difficult to replace Chinese copper clad plates. The PCB/CCL sector plummeted last Friday. The bank sees this as an opportunity to attract entry. With their dominant scale and abundant production capacity, Chinese copper clad plate manufacturers should be able to continue to expand their global share to support the strong growth of Nvidia/ASIC. Among stocks related to artificial intelligence copper clad board/artificial intelligence PCB equipment, the bank's preference is Jiantao Laminated Board > Shengyi Technology > Dazu Laser in that order, due to its stronger competitive position.

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