异动解读｜胜宏科技盘中下跌3.11%，英伟达Kyber架构延期余震叠加三星SK海力士基板降价压力持续压制PCB板块

行情直击07-08 10:05

7月8日，胜宏科技盘中下跌3.11%，报247.4港元，成交额2.36亿港元。

消息面上，半导体研究机构SemiAnalysis此前披露英伟达Kyber NVL144机架因PCB中板制造工艺面临重大挑战，延期超12个月至2028年，尽管英伟达随后回应称产品路线图未变，但市场仍在持续消化该利空。此外，三星电子和SK海力士要求上游PCB基板厂商下半年降价的消息自7月2日以来持续发酵，板块抛压尚未完全消退。当前电子元件板块整体偏弱，同业建滔集团跌4.85%、建滔积层板跌2.57%、领益智造跌9.05%，公司前期股价累积较大涨幅，短期获利了结压力仍存。

（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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