异动解读｜胜宏科技盘中下跌5.44%，PCB板块持续重挫叠加杠杆资金加速撤离

行情直击07-28 09:33

7月28日，胜宏科技盘中下跌5.44%，报215.8港元，成交额3836.15万港元。消息面上，PCB板块延续此前跌势集体重挫，同行业建滔积层板跌11.15%、建滔集团跌6.83%，产能过剩风险及中报兑现压力持续压制估值。资金面上，近一周电子行业融资净偿还额居所有行业之首达506.83亿元，胜宏科技个股融资净偿还超20亿元排名第一，杠杆资金加速撤离。此前摩根大通虽重申"增持"评级，但将目标价由600港元下调至500港元，下调盈测5%至13%以反映PCB项目量产时间略迟及Kyber延迟的潜在影响，市场情绪仍处修复期。

（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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