天利控股集团（00117）今日盘中股价大幅上涨25%，引起了市场的广泛关注。
消息面上，摩根士丹利近日发布了一份关于英伟达下一代AI服务器架构Vera Rubin（VR200 NVL72）的深度报告，指出其中MLCC（多层陶瓷电容器）的价值量达到4320美元，较前代产品暴增182%，增幅在被动元件中最为显著。天利控股集团的全资子公司宇阳科技是集团MLCC业务的核心运营实体，作为国内MLCC行业的主要厂商，其产能位居国内最大及全球前七，超微型MLCC产量全球占比超过95%，市场预期公司将显著受益于AI服务器对MLCC需求的大幅提升。
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