Dongwu Electronics analyst Chen Haijin reiterates bullish view on the MLCC sector, citing AI server demand and supply chain shifts. The note highlights cross-market rally in MLCC stocks and recommends focusing on Chinese players like Sanhuan, Fenghua, and Yunjing.
The MLCC sector is poised for a bull run, driven by AI demand and import substitution, with Chinese companies like Sanhuan and Fenghua set to benefit.
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