异动解读｜胜宏科技盘中上涨4.79%，英伟达Rubin机架PCB价值量暴增233%持续催化

行情直击05-29 09:40

5月29日，胜宏科技盘中上涨4.79%，报464.0港元，成交额2.77亿港元，延续近期强势表现。

消息面上，摩根士丹利近日发布英伟达下一代Vera Rubin机架BOM拆解报告，显示单机架PCB成本从GB300的3.51万美元飙升至11.67万美元，增幅达233%，为非内存品类涨幅最高环节。胜宏科技作为英伟达Tier-1核心PCB供应商，占据其AI服务器PCB全球50%-55%订单份额，直接受益于价值量跃迁。此外，上游覆铜板供应商建滔积层板年内第四次提价，累计涨幅超40%，叠加高盛维持买入评级并给予550元目标价，多重利好共振提振市场信心。

（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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