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Capital Securities Highlights Five Growth Stocks Amid AI Supply Chain Expansion
Electronic Technology · Semiconductors · economic_daily · 2026-11-05
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Capital Securities recommends focusing on fundamental growth, highlighting five stocks including Chipbond and BizLink, driven by AI server and cooling technology demand.
What Happened
Market Strategy: Amid concerns over AI investment returns and market volatility, Capital Securities advises investors to focus on corporate fundamentals. The firm suggests maintaining disciplined capital allocation and adopting a buy-on-dip strategy for companies with clear order visibility and capacity expansion.
Key Stock Analysis: Chipbond is benefiting from the upgrade in optical transceiver packaging, with expectations for significant revenue growth in optical communications. BizLink is seeing accelerated shipments of high-speed cables for AI servers, while High-Tech is expanding its footprint in high-end PCB micro-drills for AI infrastructure.
Growth Drivers: Shuo Industrial is capitalizing on demand for liquid cooling and robotics components, showing strong operational momentum. Meanwhile, Unitech Computer has achieved record-high quarterly EPS, driven by the peak delivery phase of AI server and data center projects.
Investment Outlook: Capital Securities notes that market uncertainty remains high in November, necessitating a selective approach. Investors are encouraged to prioritize companies with proven product ramp-ups and solid order backlogs to navigate the current macroeconomic environment.
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