CITIC Securities: It is recommended to focus on domestic leading AI PCB/copper foil manufacturers, storage manufacturers, etc.

CICC Securities research report states that NVIDIA announced at GTC 2026 that the demand for AI computing power in 2027 will continue to grow strongly. CICC Securities believes that the addition of LPU and midplane in the Rubin/Rubin Ultra architecture will drive further expansion of demand due to the increase in specifications and quantity, benefiting the AI PCB; CPO is expected to be the first to land in the Scale-out architecture of Rubin, with applications in Scale-up expected to begin on the Feynman platform in 2028. Positive outlook on NVIDIA's GTC 2026 conference further strengthens market confidence in the continuous growth of the AI industry and the realization of incremental logic. It is recommended to pay attention to domestic leading AI PCB/copper foil manufacturers, storage manufacturers, etc.