异动解读｜万裕科技盘中上涨11.33%，AI电容行业景气叙事延续叠加超跌反弹

行情直击06-09 09:43

6月9日，万裕科技盘中上涨11.33%，报7.41港元，成交额3968.4万港元。该股此前受获利回吐压力影响连续回调，6月8日曾下跌8.53%，今日出现技术性反弹。

消息面上，AI需求驱动电容行业"量价齐升"的核心逻辑仍在延续。AI服务器单机柜功率爆发式增长，电容作为算力系统"能量缓冲"的刚需属性获得市场认可。公司旗下富华德科技牵头建设广西超级电容5.0产业园，规划总投资35亿元，与AI数据中心应用场景契合。同日电子元件板块整体表现强势，建滔集团涨12.75%、建滔积层板涨8.94%，板块联动效应明显。需注意该股5月初至今累涨约9倍，动态市盈率超400倍，基本面支撑力度有限。

（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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