异动解读｜芯碁微装盘中上涨4.34%，前日急跌后技术性反弹叠加AI PCB景气逻辑延续

行情直击08-20 09:47

8月20日，芯碁微装盘中上涨4.34%，报399.0港元/股，成交额3656.19万港元。

消息面上，该股前一交易日港股曾下跌5.67%，主因半导体设备板块整体走弱及短期获利回吐压力。今日反弹或与市场消化前日跌幅有关，同时AI PCB扩产逻辑持续支撑基本面预期。高盛近期将全球AI PCB市场规模预测上调35%至135.6亿美元，预计到2027年达375.29亿美元。多家券商上调公司盈利预测，预计2026至2028年归母净利润分别为5.16至5.92亿元、7.99至8.74亿元、10.36至11.47亿元。此外，公司董事会定于8月26日审议中期业绩，市场对业绩兑现存在期待。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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