PCB概念股普升 芯碁微装(09630)涨7.26%、建滔积层板(01888)涨5.19%

金吾财讯
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金吾财讯 | 港股PCB概念股普升,截至发稿,芯碁微装(09630)涨7.26%,建滔积层板(01888)涨5.19%,广合科技(01989)涨4.04%,建滔集团(00148)涨3.34%,鼎泰高科(01377)涨2.14%,大族数控(03200)涨2.92%,胜宏科技(02476)涨2.61%。国金证券表示,看好AI覆铜板/PCB及核心算力硬件、半导体设备及苹果产业链。下半年英伟达、AMD等通用GPU及谷歌、亚马逊等ASIC强劲拉货,对HDI及高多层PCB需求旺盛,800G/1.6T光模块mSAP需求爆发,下半年进入拉货旺季,此外下半年还有1.6T交换机高多层PCB需求的有望开启,继续看好PCB板块下半年斜率超速发展的重要机会。Token数量的爆发式增长,带动了ASIC强劲需求,该机构研判谷歌、亚马逊、Meta、OpenAI及微软的ASIC数量,2026-2027年将迎来爆发式增长。整体来看,继续看好AI覆铜板/PCB及核心算力硬件、半导体设备及苹果产业链。

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