建滔系早盤走高建滔積層板上漲5.69%建滔集團上漲4.38%

新浪港股

2025/01/20

熱點欄目自選股數據中心行情中心資金流向模擬交易

客戶端

　　建滔系早盤走高，截至發稿，建滔積層板（01888）上漲5.69%，報8.17港元；建滔集團（00148）上漲4.38%，報20.75港元。

　　國金證券發布研報稱，從台積電24Q4業績表現及2025年指引來看，Ai算力硬件需求持續高景氣。該行從產業鏈了解到AI-PCB需求持續旺盛，一方面是英偉達Ai服務器需求強勁，CSP廠商自研ASIC芯片服務器爆發，此外還有800G交換機需求大幅提升，PCB也隨之量價齊升，核心公司24Q4及25Q1業績保持高增長，繼續看好AI-PCB核心受益公司。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：盧昱君

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建滔系早盤走高 建滔積層板上漲5.69%建滔集團上漲4.38%

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建滔系早盤走高建滔積層板上漲5.69%建滔集團上漲4.38%