异动解读|万裕科技盘中上涨11.33%,AI电容行业景气叙事延续叠加超跌反弹

行情直击
Jun 09

6月9日,万裕科技盘中上涨11.33%,报7.41港元,成交额3968.4万港元。该股此前受获利回吐压力影响连续回调,6月8日曾下跌8.53%,今日出现技术性反弹。

消息面上,AI需求驱动电容行业"量价齐升"的核心逻辑仍在延续。AI服务器单机柜功率爆发式增长,电容作为算力系统"能量缓冲"的刚需属性获得市场认可。公司旗下富华德科技牵头建设广西超级电容5.0产业园,规划总投资35亿元,与AI数据中心应用场景契合。同日电子元件板块整体表现强势,建滔集团涨12.75%、建滔积层板涨8.94%,板块联动效应明显。需注意该股5月初至今累涨约9倍,动态市盈率超400倍,基本面支撑力度有限。

(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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