[天风新材料 π点多支持] The market has bottomed, what to buy?

English summary

### [天风新材料 π点多支持] The market has bottomed, what to buy? Time: 2026-07-31 10:06:29 Content: [天风新材料 π点多支持] The market has bottomed, what to buy? --After the overseas shock eased on July 31, 2026, the market may have bottomed. After the liquidity shock, many individual stocks have strong allocation value. What to buy when the market bottoms: #Electronic fiberglass cloth: As the core skeleton of CCL and PCB, the AI computing power explosion has driven a surge in demand for high-end electronic cloth. Combined with loom bottlenecks and supply gap not limited to 2028, prices have sustained upward momentum. Research shows that manufacturers have considered a restrained price increase based on downstream customers' affordability. Key recommendations: 巨石, 宏和, 国际复材, etc.; #Resin & copper foil: AI server upgrades drive explosive demand for CCL; copper foil as the core conductive layer, its surface roughness directly determines high-frequency signal transmission quality; electronic resin plays the role of insulation and bonding, and special resin builds extremely high technical barriers, with performance directly affecting high-speed transmission stability.…