截至8月5日10时14分，电子50板块震荡上涨。电子50ETF（515320）上涨1.44%。成分股中，工业富联上涨5.96%，中微公司上涨5.22%，兆易创新上涨3.65%。 消息面上，日韩MLCC大厂上调产品报价，三星电机8月1日起MLCC全品类涨价约30%，AI服务器、车规高容MLCC紧缺、交付周期拉长；AI服务器对MLCC用量大幅提升，算力需求拉动被动元件景气上行。 相关研究机构表示，...
Source Link截至8月5日10时14分，电子50板块震荡上涨。电子50ETF（515320）上涨1.44%。成分股中，工业富联上涨5.96%，中微公司上涨5.22%，兆易创新上涨3.65%。 消息面上，日韩MLCC大厂上调产品报价，三星电机8月1日起MLCC全品类涨价约30%，AI服务器、车规高容MLCC紧缺、交付周期拉长；AI服务器对MLCC用量大幅提升，算力需求拉动被动元件景气上行。 相关研究机构表示，...
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