《大行》花旗:行业数据利好AI PCB设备股 不利建筑机械股

阿斯达克财经
Sep 08

花旗发表报告指,PCB(印刷线路板)设备数据正面,建筑机械则偏负面。PCB设备方面,台湾大量科技(3167.TW)公布8月收入按年增长153%,刷新2026年高增长纪录,显示AI PCB设备需求增长正在加速。建筑机械方面,中国工程机械工业协会数据显示,8月中国国内挖掘机出货量仅按年升4%至7,986台,连续第二个月录得单位数按年增长,该行认为这似是中国挖掘机周期转势的早期迹象;同时,中国最大...

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