异动解读｜大族数控盘中上涨3.01%，AI算力驱动PCB设备高景气延续反弹

行情直击05-22

5月22日，大族数控盘中上涨3.01%，报187.5港元，成交额1.08亿港元。该股此前于5月13日大涨近19%创上市新高后经历连续回调，近日重拾升势。

消息面上，AI算力基建驱动PCB设备行业高景气仍为核心支撑逻辑。公司一季度营收同比增长104%，净利润同比大增177%，业绩表现亮眼。公司聚焦AI算力场景，深度绑定行业龙头客户，CCD六轴机械钻孔机及新型激光设备已获全球龙头PCB客户量产认证并实现批量供货。此外，东吴证券此前给予公司"买入"评级，NVIDIA Rubin架构及Google TPU等硬件迭代持续带动高多层PCB增量需求，行业景气度维持上行。

（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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