Goldman Sachs conducted a management meeting with Pengding Holdings (002938.SZ, not covered) in Shenzhen, focusing on AI server PCB, optical module PCB, CCL costs, and capacity expansion. Management expressed clear optimism on AI demand and PCB specification upgrades, and is accelerating AI PCB capacity.
Goldman Sachs remains bullish on China PCB/CCL sector, with Pengding Holdings well-positioned for AI-driven demand.
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