这只英伟达影子股!还能翻倍?!

ARK投研
28 Jul

本文约 2000字,读完需6分钟温馨提醒:本文内容仅供读者参考,不作为任何投资建议PCB,又又又火了。本次上涨的推手主要是一种新型的封装技术CoWoP,英文全称Chip on Wafer on Platform PCB。我们都知道,A股里的资金,向来对新技术的“敏感度”非常高。谁先冒出个新工艺,谁就能把整个板块的气氛炒起来。这是被历史验证过的,只要技术路线带来“降本增效”“高规格升级”“行业天花板...

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