异动解读｜广合科技盘中上涨3.27%，中报业绩大幅预增叠加AI算力需求持续验证

行情直击07-15

7月15日，广合科技盘中上涨3.27%，报148.0港元，成交额8069.89万港元。

消息面上，多家PCB核心公司近日发布上半年业绩预告，业绩同、环比大幅增长。广合科技预计上半年归母净利润9.1亿至9.6亿元，同比增长85.12%至95.29%，受益于算力硬件需求激增及泰国工厂产能利用率持续提升。此外，英伟达CEO黄仁勋否认Rubin Ultra延期传闻，确认按计划出货；银河证券认为AI芯片对高端PCB需求有望持续放量，覆铜板龙头持续涨价，PCB估值上修。

（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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