建滔系早盘走高建滔积层板上涨5.69%建滔集团上涨4.38%

新浪港股

01-20

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　　建滔系早盘走高，截至发稿，建滔积层板（01888）上涨5.69%，报8.17港元；建滔集团（00148）上涨4.38%，报20.75港元。

　　国金证券发布研报称，从台积电24Q4业绩表现及2025年指引来看，Ai算力硬件需求持续高景气。该行从产业链了解到AI-PCB需求持续旺盛，一方面是英伟达Ai服务器需求强劲，CSP厂商自研ASIC芯片服务器爆发，此外还有800G交换机需求大幅提升，PCB也随之量价齐升，核心公司24Q4及25Q1业绩保持高增长，继续看好AI-PCB核心受益公司。

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