智通财经APP获悉，建滔积层板(01888)涨超3%，截至发稿，涨3.22%，报7.7港元，成交额2624.45万港元。
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；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。机构认为，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。
开源证券此前指出，建滔积层板为覆铜板行业龙头，伴随2024年铜价有所上涨，下游需求逐步回暖，覆铜板具备弹性调价空间，叠加供应链垂直整合与规模效应下的成本优势，有望驱动公司2024年收入与利润重回增长轨道。
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