工业富联涨3.00% 英伟达合作及算力升级预期推动

智选洞察2025-08-05

工业富联股价大幅上涨，最新价33.96元，上涨3.00%。资金与技术共振引发市场分歧工业富联近期股价波动与主力资金调仓密切相关。截至8月4日，主力资金连续两日净流出6.7亿元，其中单日最高流出达6.2亿元，显示市场对短期技术迭代的定价存在分歧。公司7月启动的英伟达Vera Rubin AI服务器平台导入计划及GB200/300系列量产，加速了市场对算力升级的预期。叠加母公司鸿海精密突发停牌引发的...

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