8月5日，胜宏科技盘中下跌5.51%，报180.0港元，成交额3702.03万港元。
消息面上，公司8月3日再度在投资者互动平台澄清外媒关于大客户订单中断的传闻，称相关言论不属实，在手订单充足、业务进展顺利。但市场对公司英伟达Rubin平台供货份额的担忧仍未完全消退，连续澄清反而加剧部分资金的观望情绪。同日PCB板块整体走弱，广合科技跌2.99%、建滔积层板跌0.9%、建滔集团跌0.9%，板块前两日反弹动能衰竭。此外，该股融资余额占流通市值比例接近10%，远超行业均值，杠杆资金放大了股价波动弹性。摩根大通此前将目标价由600港元下调至500港元，反映对短期量产节奏的谨慎预期。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.