今天上午,港股最强的题材是PCB板块。 这个板块中,龙头建滔积层板一度大涨超15%,又一次创出历史新高。同时,A+H上市的广合科技、胜宏科技等,也都随之大涨。此外,还有一只“小票”恩达集团控股,涨幅超过30%。 所谓PCB,就是印刷电路板,或者叫印制电路板,这是今年港股除了大模型外,少有的热门题材。这个题材,主要炒作的是下游需求爆发的情况下,原材料涨价带动业绩大涨。 目前,PCB题材显然还...
Source Link今天上午,港股最强的题材是PCB板块。 这个板块中,龙头建滔积层板一度大涨超15%,又一次创出历史新高。同时,A+H上市的广合科技、胜宏科技等,也都随之大涨。此外,还有一只“小票”恩达集团控股,涨幅超过30%。 所谓PCB,就是印刷电路板,或者叫印制电路板,这是今年港股除了大模型外,少有的热门题材。这个题材,主要炒作的是下游需求爆发的情况下,原材料涨价带动业绩大涨。 目前,PCB题材显然还...
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