异动解读|胜宏科技盘中上涨3.87%,港股通纳入后南向资金持续流入叠加英伟达供应链预期

行情直击
May 21

5月21日,胜宏科技盘中上涨3.87%,报364.0港元/股,成交额6122.97万港元,此前一日该股回调3.18%后今日再度反弹。

消息面上,胜宏科技于5月18日正式纳入港股通标的,南向资金持续流入提供增量买盘。此外,野村认为胜宏科技被视为英伟达最重要的PCB供应商之一,预计在英伟达下一代Rubin平台中将占据约50%-55%的份额,GPU PCB单机价值量有望从Blackwell的400美元提升至Rubin Ultra的1000美元以上,中长期成长逻辑支撑股价修复。

(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。)

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