摩根大通发表研究报告，首次覆盖建滔积层板(01888.HK) 予“增持”评级，目标价65港元，相当于2026及2027年预测市盈率21倍及13倍，对比过去10年平均12.5倍。该行指，公司为全球最大常规覆铜面板(CCL)生产商，亦是仅有两家拥有完整整合印刷电路板(PCB)材料供应链的公司之一(另一家为台湾南亚塑胶)。该行指出，人工智能及一般服务器需求急增，令玻璃布出现大幅短缺，电子级玻璃布价格...
Source Link摩根大通发表研究报告，首次覆盖建滔积层板(01888.HK) 予“增持”评级，目标价65港元，相当于2026及2027年预测市盈率21倍及13倍，对比过去10年平均12.5倍。该行指，公司为全球最大常规覆铜面板(CCL)生产商，亦是仅有两家拥有完整整合印刷电路板(PCB)材料供应链的公司之一(另一家为台湾南亚塑胶)。该行指出，人工智能及一般服务器需求急增，令玻璃布出现大幅短缺，电子级玻璃布价格...
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