智通财经APP获悉，PCB概念股延续近期涨势，截至发稿，建滔积层板(01888)涨14.71%，报75.25港元；建滔集团(00148)涨10.58%，报98.75港元；胜宏科技(02476)涨7.5%，报407.2港元；广合科技(01989)涨6.35%，报172.6港元。
消息面上，据媒体报道，英伟达及主要客户绕过覆铜板(CCL)厂商，直接对接HVLP4铜箔和T-glass玻纤布供应商，通过直接寄售模式提前一年以上锁定关键产能。据行业消息人士透露，英伟达还在向美国云服务商施加更大的采购压力。而CCL供应商已采取罕见的配额制分配措施，要求IC基板和PCB厂商按实际用量取货，这进一步凸显了上游材料的稀缺程度。
此外，花旗最新研报指出，AI服务器对PCB的需求正在从数量增长转向材料升级，而真正卡住供给的环节已经不是PCB厂，而是上游的覆铜板以及更上游的电子布。花旗判断产能增长最快的是PCB，其次是覆铜板，最慢的是电子布，但定价能力刚好反过来，越往上游，涨价弹性越大。
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