异动解读｜胜宏科技盘中上涨3.07%，覆铜板年内第四次涨价叠加英伟达Rubin架构持续催化

行情直击05-28

5月28日，胜宏科技盘中上涨3.07%，报450.0港元，成交额15.86亿港元，延续近期强势表现。

消息面上，PCB上游核心材料供应商建滔积层板于5月27日再度下发涨价通知，板料涨价10%、PP涨价20%，系年内第四次提价，累计涨幅已超40%，主因铜价高企及玻璃布供应趋紧。与此同时，摩根士丹利此前发布的英伟达Vera Rubin机架BOM拆解报告持续发酵，单机架PCB成本从GB300的3.51万美元飙升至11.67万美元，增幅达233%，为非内存品类涨幅最高环节。胜宏科技作为英伟达Tier-1核心PCB供应商，占据其AI服务器PCB全球50%-55%订单份额，直接受益于行业量价齐升逻辑。

（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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