玻纤大面积涨停背后:电子布吃紧,AI算力遭遇新约束!

华尔街见闻
Feb 11

A股玻璃纤维板块集体大涨。2月11日,国际复材迅速拉出20cm涨停,宏和科技、中材科技、山东玻纤等多股涨停。拉长时间来看,Wind玻璃纤维指数自2025年12月1日至今累计涨幅已超过74%。 电子布是指用于电子工业的电子级玻璃纤维布的总称,是印制电路板(PCB)的关键基础材料。高端电子布是高性能芯片基板与PCB不可或缺的核心骨架材料。在AI芯片需求爆发式增长的驱动下,高端电子布市场正面临日益...

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