港股异动 | 建滔积层板(01888)午前涨超7% PCB板及CCL市场持续高景气机构指行业中期供需缺口仍然存在

智通财经2025-08-15

智通财经APP获悉，建滔积层板(01888)午前涨超7%，截至发稿，涨6.58%，报12港元，成交额1.48亿港元。中金发布研报称，当前全球算力需求呈系统性扩张，GPU及ASIC正经历显著放量，同时叠加高频高速等材料(M9、石英布等)的应用与高阶高多层的设计有望显著提升单板价值量，驱动PCB行业量价齐升。对海外算力芯片(GPU+ASIC)及网络通讯设备(交换机+光模块)需求进行梳理，测算得2025...

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港股异动 | 建滔积层板(01888)午前涨超7% PCB板及CCL市场持续高景气 机构指行业中期供需缺口仍然存在

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港股异动 | 建滔积层板(01888)午前涨超7% PCB板及CCL市场持续高景气机构指行业中期供需缺口仍然存在