A股市场PCB概念股掀涨停潮，其中，锐翔智能涨超20%，一博科技、泰金新能、铜冠铜箔20CM涨停，胜宏科技涨超11%，依顿电子、博敏电子、东材科技、宝鼎科技、奥士康、生益科技、红板科技、江南新材、华正新材、方正科技、景旺电子、光华科技、欧克科技、诺德股份、中京电子、宏昌电子10CM涨停。 消息面上，高盛在最新发布的全球印刷电路板(PCB)和覆铜板(CCL)行业报告中，大幅上调人工智能服务器相关市场规模预测。该行预计，全球AI服务器PCB市场将在2027年达到375亿美元，较此前预测上调38%，2028年进一步增至840亿美元；CCL市场2027年预计达到221亿美元，上调18%，2028年则有望增至480亿美元。这意味着，2026年至2028年，AI服务器PCB和CCL市场规模的复合年增长率将分别达到148%和161%。
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.