异动解读｜广合科技盘中下跌4.66%，PCB板块整体承压建滔积层板跌近10%

行情直击07-16

7月16日，广合科技盘中下跌4.66%，报140.4港元/股，成交额1313.07万港元。PCB概念板块今日整体走弱，同板块建滔积层板跌9.75%、建滔集团跌6.36%、胜宏科技跌2.62%，行业抛压显著。

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中板制造工艺良率瓶颈整体延期超12个月，该消息对AI服务器高速PCB产业链远期订单预期构成实质性冲击，板块持续承压。尽管公司此前披露上半年归母净利润预计9.1亿至9.6亿元、同比增长85%至95%的亮眼业绩预告，且富国基金近期多次增持，但行业层面的供应链不确定性仍对短期市场情绪形成压制。

（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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