胜宏科技（02476）盘中涨超13%，截至发稿，股价上涨10.13%，现报243.60港元，成交额16.61亿港元。
近期，Rubin 迎来规模化出货起点，首批机柜已相继落地OpenAI，谷歌等机房部署，据产业数据来看，预估到12月底，2026年全年出货会到8000个整机柜。摩根大通此前预计，胜宏科技将在英伟达从Blackwell到Rubin/Rubin Ultra及其后续系列的平台升级中成为直接受益者。
招商证券此前指出，公司深耕PCB领域多年，目前公司已成功进入英伟达、谷歌、AMD、英特尔、特斯拉、微软、亚马逊、台达等国际知名企业的供应链，优质的核心客户群体驱动公司订单需求的增长，公司的产品结构亦有望得到进一步改善。
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