三井金属(5706.JP) 今日(10日) 股价收报18,415日圆,全日涨2.31%。SMBC日兴证券将投资评级由“2”级上调至“1”级,目标价亦由11,400日圆大幅调升至22,500日圆。英伟达AI服务器所需高频电解铜箔VSP需求强劲,加上价格上涨、高阶产品市占提升及产能扩张,增长预期升温。分析师指出,GPU、DIMM及SSD周边印刷电路板铜线数量急增,业绩扩张势头料延续至2027年3月期。...
Source Link三井金属(5706.JP) 今日(10日) 股价收报18,415日圆,全日涨2.31%。SMBC日兴证券将投资评级由“2”级上调至“1”级,目标价亦由11,400日圆大幅调升至22,500日圆。英伟达AI服务器所需高频电解铜箔VSP需求强劲,加上价格上涨、高阶产品市占提升及产能扩张,增长预期升温。分析师指出,GPU、DIMM及SSD周边印刷电路板铜线数量急增,业绩扩张势头料延续至2027年3月期。...
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