大族数控涨超7% M9 Q布方案带来超快激光钻需求 公司受惠AI PCB制造商需求强劲增长

智通财经
Feb 11

大族数控(03200)涨超7%,截至发稿,涨7.58%,报127.8港元,成交额1.3亿港元。东吴证券发布研报指出,自2024年第四季度起,PCB板厂资本开支高增带动设备厂业绩兑现。40倍长径比钻针为弹性最大环节,建议关注相关企业进展。该行认为,M9Q布方案带来超快激光钻需求,相比于CO2激光钻,超快激光钻拥有材料兼容性强可加工高熔点材料与微孔加工更精细两点优势。正交背板与中板有望引入Q布作为夹层...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10