异动解读｜广合科技盘中上涨4.51%，PCB概念板块集体走强机构看好高端产能扩张提速

行情直击07-14

7月14日，广合科技盘中上涨4.51%，报130.5港元，成交额1860.79万港元。港股PCB概念股盘初集体走强，同板块建滔积层板涨5.88%、建滔集团涨2.95%。

消息面上，爱建证券研究指出，受益于AI算力迭代驱动800G/1.6T光模块需求持续爬坡，高端高频高速PCB产能扩张提速，设备端存在通胀逻辑。此前公司披露半年度业绩预告，预计上半年归母净利润9.1亿至9.6亿元，同比增长85.12%至95.29%，泰国工厂产能爬坡良好，二期建设预计四季度新增产能，板块前一交易日因英伟达Kyber延期传闻承压后迎来修复。

（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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