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　　建滔集团（00148）早盘上涨5.71%，现报18.88港元，成交额2950.18万港元。

　　招商证券指出，AI技术和应用的推动下，服务器将是PCB增长最快的应用领域。该行认为，此轮AI驱动的科技创新上升周期将持续更长时间且产生的市场需求也更广阔，国内PCB行业持续升级扩充中高端产能并布局海外产能，业绩释放具备持续性。

　　据悉，建滔集团是覆铜板全球龙头，且布局上游原料和下游PCB全产业链。公司2024年中报披露，集团大力打造覆铜面板研发中心，配备高精尖设备，集团已成功研发多种高频高速产品可以应用于AI服务器内的GPU主板，未来将能实现集团全方位覆盖下游客户的产品需求，并与优质客户强强联合，推动终端客户对集团产品的认证。

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