PCB板块震荡回落 胜宏科技(02476)跌8.09% 传英伟达AI服务器架构据将延迟推出

金吾财讯
4 hours ago

金吾财讯 | PCB板块震荡回落,东岳集团(00189)跌6.13%,建滔积层板(01888)跌6.64%,建滔集团(00148)跌7.40%,广合科技(01989)跌7.46%,中国建材(03323)跌7.68%,胜宏科技(02476)跌8.09%,大族数控(03200)跌8.27%

消息面上,昨日半导体行业研究机构SemiAnalysis在X平台连发六条推文,直接点名英伟达Kyber NVL144机架遭遇“重大延迟”,发布时间可能推迟12个月至2028年,同时Rubin Ultra由4计算芯片版缩减为2芯片版,CPO采用时间表也面临不确定性。消息迅速发酵,当日CCL、PCB、基板及测试接口相关板块股价平均下跌8-9%。英伟达发言人回应称,公司产品路线图未受影响。

据悉,该架构原计划用于下一代RubinUltra GPU。Kyber被视为英伟达数据中心架构的重要升级,将采用全新的垂直机架设计,以提升计算密度并降低网络延迟,同时有望带动数据中心共封装光学产业链需求。有分析指出,AI服务器架构延期的消息,进一步加剧了市场对科技板块的谨慎情绪。过去数年,在AI热潮持续推动下,科技股估值已显著攀升,而部分企业债务水平同步上升,市场对支撑这一轮大规模资本开支的可持续性产生疑虑。

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