投资要点算力景气强劲，上周博通、英伟达股价双双创新高受益英伟达股东大会乐观表述、首届中国AI 算力大会等事件影响，上周算力产业链相关公司股价表现依旧强劲。数通PCB/CCL 板块中，景旺电子+22.63%，胜宏科技+16.6%，南亚新材+15.19%，方正科技+13.33%，深南电路+8.79%；铜缆板块中，兆龙互连+13.15%，华丰科技+10.28%，沃尔核材+4.49%；光芯片板块中，...
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