8月14日，建滔积层板盘中上涨3.42%，报39.88港元/股，成交额3.8亿港元，延续近日多家大行密集覆盖后的上涨态势。
消息面上，花旗前日发布研报称建滔积层板自6月高位累跌逾六成后是重新进场时机，料下半年纯利同比升幅加快至2.8倍，目标价92港元，评级调整至"买入/高风险"；此前瑞银及美银亦同时首次覆盖并双双给予"买入"评级，目标价分别为58港元和53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。此外，公司近期上调FR-4覆铜板及PP半固化片价格10%，8月电子布均价环比上涨17%-18%，叠加上半年纯利预计超28亿港元、同比增逾200%的盈喜，为股价提供支撑。
（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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