建滔积层板盘中涨超6% AI覆铜板成为推动行业新一轮增长的引擎

新浪港股11-27

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　　建滔积层板（01888）盘中涨超6%，截至发稿，股价上涨2.28%，报11.62港元，成交额1.91亿港元。

　　兴业研究认为，AI覆铜板成为推动行业新一轮增长的引擎，据测算2025年AI覆铜板市场（AI服务器、交换机、光模块）规模为22亿美元，同比增长100%，预计2026年因ASIC放量和英伟达新产品覆铜板升级为M9，AI覆铜板市场将达到34亿美元，同比增长60%，至2028年则有望达到58亿美元，2024-2028年AI 覆铜板复合增长率为52%。

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