胜宏科技丢了英伟达的订单?股价惊魂一跳后,机构:后续还有大涨空间

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近日,市场传出一篇彭博的文章称:英伟达(NVDA.US)已与兴森科技(002436.SZ)达成合作,将此前由胜宏科技(300476.SZ)独家供应的20%高阶高密度互连板(HDI)订单交由其承接。该传闻迅速引发市场关注,受其影响,A股市场胜宏科技股价当日最多跌超5%,而兴森科技则大幅拉升,一度触及涨停。截至2025年11月17日,胜宏科技收报281.18元/股,较最高价355元/股已回调近21%。...

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