智通财经APP获悉，建滔集团(00148)涨超5%，截至发稿，涨5.49%，报18.84港元，成交额2627.86万港元。
消息面上，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。此前微软表示2025财年AI数据中心开支800亿美元，北美云厂商2025财年资本开支高增长的趋势确定。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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