On January 17, the three major indexes collectively rebounded. As of the close, the Shanghai Composite Index rose 0.18%, the Shenzhen Component Index rose 0.6%, the GEM rose 0.78%, and the Science and Technology Innovation 50 Index rose 0.99%.

More than 2,500 stocks in the two cities rose. The turnover of the two cities today was 1.14 trillion yuan. PCB concept stocks were among the top gainers, with Shengyi Technology (600183.SH) rising 10%, Concord Electronics (605258.SH) and Jingwang Electronics (603228.SH) rising more than 6%. , Shiyun Circuit (603920.SH), Yibo Technology (301366.SZ), Qiangda Circuit (301628.SZ), and Suntec Technology (002815.SZ) rose.

Analysts predict that the global printed circuit board (PCB) market will enter an upward cycle starting from 24Q2, and industry profits will further concentrate on top mid-to-high-end manufacturers. AI has become the core engine of industry growth. AI PCB refers to the key PCB supporting products in the AI ​​industry chain. Cloud applications include AI servers, switches, optical modules, etc., and terminal applications include motherboards, other connection boards, component product structures, etc.