今日鹏鼎控股(002938)涨停分析:AI业务突破、产能扩张驱动

中金财经
May 13

  证券之星消息,鹏鼎控股5月13日涨停收盘,收盘价87.23元。该股于11点29分涨停,未打开涨停,截止收盘封单资金为1.14亿元,占其流通市值0.06%。今日鹏鼎控股涨停的可能因素有:AI业务实质性突破,AI服务器用板营收同比增超100%,成功量产800G/1.6T光模块并成为全球最大的AI眼镜PCB供应商;淮安110亿元高端PCB项目落地、泰国工厂进入试产、印度产能加速推进,产能扩张匹配高景气赛道需求;5月3日至11日华安证券、国投证券、招商证券国海证券等密集发布买入或强烈推荐评级,强化市场信心。5月13日的资金流向数据方面,主力资金净流入6.33亿元,占总成交额18.76%,游资资金净流出3.58亿元,占总成交额10.62%,散户资金净流出2.75亿元,占总成交额8.14%。近5日资金流向一览见下表:    该股为PCB板,芯粒Chiplet,折叠屏概念热股,当日PCB板概念上涨3.02%,芯粒Chiplet概念上涨2.71%,折叠屏概念上涨2.4%。为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。

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