异动解读｜芯碁微装盘中上涨6.85%，AI算力驱动高端PCB景气延续叠加港股通资金增量

行情直击07-28 09:41

7月28日，芯碁微装盘中上涨6.85%，报351.0港元，成交额6624.7万港元。

消息面上，据央视财经报道，受AI算力需求爆发带动，高端印制电路板PCB供不应求，价格持续走高，头部厂商订单已锁定至明年。同时PCB及覆铜板上市公司集中发布中报业绩预告，板块景气度获数据验证。此外，公司已于7月24日正式纳入深港通下的港股通标的证券名单，南向资金通道打通为股价提供新增买盘支撑，H股相对A股此前折让超30%，AH溢价修复逻辑持续演绎。

（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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