MLCC海外大厂释放扩产信号,A股板块逆势活跃

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MLCC又火了。9月14日,MLCC指数(8841298.WI)继上周五大涨3.63%后,今日在大盘走弱的情况下再度逆势上扬3.22%。截至收盘,双星新材(002585)(002585.SZ)涨停,昀冢科技(688260)(688260.SH)涨超8%。这一行情的核心催化剂来自海外大厂的扩产预期。消息面上,MLCC龙头村田拟将AI服务器不可或缺的高阶MLCC产能,于2028财年(截至2028年3月...

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