大族数控今日盘中股价大涨5.25%，引起了市场的广泛关注。
消息面上，AI算力基建驱动PCB设备行业维持高景气，是本次股价上涨的核心支撑逻辑。公司一季度业绩表现极为亮眼，营收同比增长104%，净利润同比大增177%。同时，公司聚焦AI算力场景，深度绑定行业龙头客户，其CCD六轴机械钻孔机及新型激光设备已获得全球龙头PCB客户的量产认证并实现批量供货。
此外，东吴证券此前给予公司“买入”评级，认为NVIDIA Rubin架构及Google TPU等硬件的迭代将持续带动高多层PCB的增量需求，行业景气度预计将维持上行趋势，进一步增强了投资者对公司未来发展的信心。
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