Goldman Sachs Sell-side卖方

The 720 Global PCB CCL, Xiaomi, Anker, Coupang, Aspeed, Nittobo, Rohm, Taiyo Yuden, HSBC STAN

Aug 6, 202610 pages页

From the report报告摘录Global PCB/CCL AI Growth: Goldman Sachs raises global PCB/CCL TAM estimates by 38%/18% to $38bn/$22bn by 2027E, driven by AI server racks and M9 materials; Buy-rated supply chain names (Shengyi Tech, Nittobo)…

Read the full report + PDF阅读全文与 PDF

The full summary (4 key points) and the original Goldman Sachs PDF are for MastermindX Pro members. 完整摘要（4 个要点）与 Goldman Sachs 原始 PDF 为 MastermindX Pro 会员专享。

Read on MastermindX前往 MastermindX 阅读

Related institutional research相关机构研报

Not investment advice. MastermindX hosts third-party institutional research for reference and education; ratings and views are the authors', not ours. Browse the full Research Vault → 非投资建议。MastermindX 仅收录第三方机构研究，供参考与学习；其中评级与观点均属作者本人。浏览完整研报库 →