8月17日，建滔积层板盘中上涨3.06%，报40.46港元/股，成交额2.93亿港元，延续近日多家大行密集覆盖后的上涨态势。
消息面上，瑞银、美银证券近期相继首次覆盖建滔积层板并给予"买入"评级，目标价分别为58港元及53港元；花旗亦将评级调整至"买入/高风险"，目标价92港元。瑞银指出AI需求带动覆铜板及上游原材料供应趋紧，建滔积层板作为全球最大传统FR4覆铜板供应商将成为主要受益者，其垂直整合业务模式及AI相关上游材料拓展将带来新的结构性增长动力。此外，8月电子布价格环比上涨17%至18%，成本加速向覆铜板环节传导，新一轮涨价窗口已打开。
（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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