今天盘中，长飞光纤光缆（HK06869）一度大涨超17%，建滔积层板（HK01888）大涨超13%，两只大龙头双双起飞，其意义重大不容忽视。 大家都知道，长飞光纤光缆是光通信龙头，而建滔积层板是PCB龙头，两家公司都是今年上半年AI行情的超级牛股。然而，下半年开始，长飞光纤光缆和建滔积层板股价相继“腰斩”，让市场开始对AI算力基建的牛市行情产生了深深怀疑。 前期大幅调整的主要原因是之前涨幅过大...
Source Link今天盘中，长飞光纤光缆（HK06869）一度大涨超17%，建滔积层板（HK01888）大涨超13%，两只大龙头双双起飞，其意义重大不容忽视。 大家都知道，长飞光纤光缆是光通信龙头，而建滔积层板是PCB龙头，两家公司都是今年上半年AI行情的超级牛股。然而，下半年开始，长飞光纤光缆和建滔积层板股价相继“腰斩”，让市场开始对AI算力基建的牛市行情产生了深深怀疑。 前期大幅调整的主要原因是之前涨幅过大...
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