智通财经APP获悉，万裕科技(00894)涨超26%，截至发稿，涨26.05%，报7.79港元，成交额1.19亿港元。
消息面上，万裕科技及其附属公司的核心业务为生产及销售高科技电子元件，包括铝电解电容器、导电高分子铝质固态电容器及其他创新电子元件。其拥有知名SAMXON®及X-CON®品牌。东北证券指出，服务器代际更迭提速、单机柜功耗大幅提升，构成电容需求爆发的底层支撑。
国金证券认为，AI所用高端电容的供给高度集中在日韩少数厂商手中，其扩产投入、产能口径与涨价/缺货表态，本身就是景气真实性与持续性的领先信号——巨头一边喊缺、一边掏出真金白银扩产，恰恰印证需求的刚性。
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.