胜宏科技今日盘中股价大涨7.44%，引起了市场的高度关注。
消息面上，摩根士丹利近日发布的英伟达下一代Vera Rubin机架BOM拆解报告显示，单机架PCB成本从GB300的3.51万美元飙升至11.67万美元，增幅高达233%，成为非内存品类中涨幅最高的环节。胜宏科技作为英伟达Tier-1核心PCB供应商，占据了其AI服务器PCB全球50%-55%的订单份额，因此直接受益于此次PCB价值量的跃迁。
此外，上游覆铜板供应商建滔积层板年内已进行第四次提价，累计涨幅超过40%，进一步强化了行业景气度预期。同时，高盛维持对胜宏科技的“买入”评级，并给予550元的目标价，多重利好因素共同提振了市场信心，推动了股价的强势表现。
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