港股建滔积层板(01888)今日盘中大涨5.09%,成交额同步增加。
市场消息显示,云计算巨头亚马逊(AMZN)计划在未来数年内投资110余亿美元,大幅扩充其云基础设施;而微软(MSFT)也将在2025财年投资800亿美元,用于建设AI数据中心。随着科技巨头加大投资力度,对高端PCB产品的需求也将大幅增加。
作为国内PCB行业龙头,建滔积层板的PCB产品广泛应用于云计算和AI等高科技领域。科技公司的扩张计划释放了市场对建滔积层板未来业绩增长的预期,因而推动了其股价今日的大涨。另外,铜价上涨和下游需求回暖,也给建滔积层板带来了产品调价和成本控制的机会,进一步提振了市场信心。
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