贸易战暂缓以后,科技板块的β随着北美算力链不断传出的利好形成共振:1.6T预期上调,以及北美推理需求快速放量的ASIC产业链等催化,将A股科技板块的超高景气度集中在光模块和印刷电路板中。“光模块”三剑客中际旭创、新易盛,天孚通信6月以来累计涨幅均超过了20%。与英伟达绑定的胜宏科技成为了新的PCB市值之 王,股价创下了历史新高;沪电股份以831.10亿紧随其后,本周再涨12%。与光模块、电源技术...
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