建滔积层板早盘涨超4% PCB行业景气度有望持续上行

新浪港股
10 Jan
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  建滔积层板(01888)早盘上涨4.07%,现报7.41港元,成交额2308.62万港元。

  科技巨头掀起数据中心建设潮。其中,亚马逊云计算部门亚马逊网络服务(AWS)计划在佐治亚州投资至少110亿美元,以扩大其基础设施,并支持各种云计算和人工智能技术。而微软此前表示2025财年AI数据中心开支800亿美元。在此趋势推动下,PCB行业景气度有望持续上行。

  据悉,PCB制造环节包括将覆铜板(CCL)进行钻孔、镀铜、印刷、焊接等加工环节,最终形成电路板。

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