建滔积层板盘中涨超6% AI覆铜板成为推动行业新一轮增长的引擎

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Nov 27
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  建滔积层板(01888)盘中涨超6%,截至发稿,股价上涨2.28%,报11.62港元,成交额1.91亿港元。

  兴业研究认为,AI覆铜板成为推动行业新一轮增长的引擎,据测算2025年AI覆铜板市场(AI服务器、交换机、光模块)规模为22亿美元,同比增长100%,预计2026年因ASIC放量和英伟达新产品覆铜板升级为M9,AI覆铜板市场将达到34亿美元,同比增长60%,至2028年则有望达到58亿美元,2024-2028年AI 覆铜板复合增长率为52%。

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