异动解读｜广合科技盘中上涨4.76%，英伟达Kyber延期冲击消化后PCB板块延续反弹

行情直击07-21 09:34

7月21日，广合科技盘中上涨4.76%，报120.0港元/股，成交额151.3万港元。

消息面上，此前半导体研究机构SemiAnalysis披露英伟达Kyber NVL144机架架构因PCB中板良率瓶颈延期超12个月，消息一度对AI服务器高速PCB产业链构成冲击，板块连续多日大幅回调。但英伟达已回应整体产品路线图不变，瑞银亦指出延期仅涉及顶级旗舰方案、对全年业绩影响有限，市场经过连续调整后情绪逐步修复，PCB板块延续反弹态势。同行业建滔积层板今日亦上涨1.47%。

（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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