7月31日，胜宏科技盘中上涨12.77%，报190.6港元，成交额2.34亿港元。消息面上，PCB板块在连续多日重挫后集体强势反弹，同行业广合科技涨19.98%、建滔积层板涨18.46%、建滔集团涨12.77%，板块呈现超跌修复行情。此前胜宏科技港股自7月23日高位连续下挫逾四成，杠杆资金大规模撤离叠加产能过剩担忧一度压制估值。基本面方面，公司作为英伟达Vera Rubin平台高速背板核心供应商，已有客户释放至2028年的长期需求，摩根大通近期亦重申"增持"评级。
（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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