异动解读｜胜宏科技盘中上涨4.68%，英伟达否认Kyber架构延期叠加高盛淡马锡等机构密集调研提振PCB板块反弹

行情直击07-09 09:32

7月9日，胜宏科技盘中上涨4.68%，报257.2港元，成交额3774.11万港元。消息面上，英伟达此前已正式回应SemiAnalysis关于Kyber NVL144机架延期超12个月的传闻，声明称"产品路线图保持不变"，直接否认延期说法，市场恐慌情绪逐步修复。此外，公司于7月7日接待Goldman Sachs、Temasek、Citadel等19家知名机构现场调研，下游头部客户以确保供应链稳定为核心诉求，彰显产业资本信心。同业建滔集团涨6.26%、建滔积层板涨3.9%，PCB板块整体呈超跌反弹态势。

（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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