During the National Day holiday, overseas PCB stocks surged, with Taiwan's Lianmao up 28% and Taiguang up 20%, while Hong Kong-listed Jingwang gained 4%. The broker recommends focusing on AI PCB stocks post-holiday, citing attractive valuations and strong fundamentals.
AI PCB stocks are undervalued and poised for a post-holiday rally, with new technologies offering substantial growth potential.
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