5月26日，胜宏科技盘中上涨4.01%，报414.2港元，成交额9.05亿港元，延续上周强势走势。
消息面上，摩根士丹利近日发布英伟达下一代Vera Rubin（VR200）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，增幅达233%，为全产业链增幅最高环节。胜宏科技作为英伟达Tier-1核心PCB供应商，占据其AI服务器PCB全球50%-55%订单份额，直接受益于价值量跃迁。此外，公司近日在投资者互动平台表示，在手订单充足，高端产品供给仍将处于相对紧张状态，并辟谣Q2业绩下滑传闻为不实信息。高盛维持买入评级并给予550元目标价，列入确信名单，进一步提振市场信心。
（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.