广东多只算力链股年内股价翻倍,资本性支出四倍领跑

东方财富网
Sep 29

算力板块是今年A股最具代表性的热门赛道之一,链条上多只个股走出翻倍级上涨。  截至9月29日收盘,广东多家算力链上市公司涨幅领跑市场:鼎泰高科年初至今涨151.9%,广合科技涨135.9%,大族激光、大族数控、生益科技分别涨98.8%、95.0%和87.3%。  支撑这轮行情的,是一条看得见的实体链条:从服务器机柜,到高速PCB,再到一根钻针,AI算力的需求正在穿过广东制造业的不同环节。上市企业的...

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