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　　建滔积层板（01888）午前股价上涨8.70%，现报12.37港元，成交额3.46亿港元。

　　英伟达发布新一代Rubin CPX芯片系统，强化了AI编码和视频处理能力。西南证券认为，在生成式AI模型快速发展，应用加速落地的背景下，AI算力基础设施持续迭代，并获得有望加速建设。

　　中金此前指，随着AI大模型等技术的迅猛发展，全球算力需求呈爆发式增长，直接推动高性能服务器市场快速扩张，带动上游PCB及CCL基板市场需求迅速提高。

　　开源证券认为，下半年公司覆铜板价格已率先调涨，PCB需求强劲或支撑价格刚性，下半年业绩表现有望受益；2026年高端CCL及物料产能布局提速，AI期权有望步入兑现期，驱动估值中枢上移，实际报表贡献或在2027年集中释放。

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