研报掘金丨国盛证券：鹏鼎控股Q2业绩大超预期，维持“买入”评级

格隆汇08-13

国盛证券研报指出，鹏鼎控股25Q2业绩大超预期，AI PCB capex上调。公司把握消费电子复苏周期，并积极推动以AI眼镜、折叠屏等新产品的开发与量产；汽车\服务器用板业务实现营业收入8.1亿元，同比增长87.4%，公司积极推动市场知名客户新一代产品认证与打样，并进一步扩大与云服务器厂商在AIASIC相关产品的开发与合作，以增强公司产品在AI服务器市场的竞争力。随着公司新增更多大客户料号订单，...

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