Recently, PCBs have become the market's 'hot trend indicator.'Many new fellow investors might be completely baffled:What exactly is a PCB? It sounds like an obscure manufacturing segment—how did it suddenly become the market’s darling?In fact, this sector has truly been on a winning streak lately: Hong Kong-listed $PCB concept (LIST24125.HK)$stocks have surged nearly 200% year-to-date, and core Hong Kong-listed PCB names $KB LAMINATES (01888.HK)$have nearly sextupled so far this year!Institutional money is pouring in aggressively, and product prices are rising across the board—what wealth code lies behind all this? Today, Bull Bull will dig deep into this 'star sector': PCBs.。
What exactly is a PCB, and why can’t we do without it in the AI era?
PCB, short for Printed Circuit Board, is known in Chinese as the printed circuit board.It serves as the structural foundation for electronic components and the medium through which electrical connections between them are established. The industry has even given it a nickname: “the mother of all electronics”, implying that no electronic device can function without it.
Imagine a computer, a smartphone, or an AI server as a bustling metropolis—its various chips (CPUs, GPUs), capacitors, and resistors are like critical buildings within the city. How do these buildings exchange resources and communicate? They need 'highways' and 'interchanges' to connect them, enabling the flow of electric current and data signals...