港股异动 | 大族数控(03200)涨超5% 公司有望受益AI PCB钻孔环节需求增长+结构升级

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智通财经APP获悉，大族数控(03200)涨超5%，截至发稿，涨4.46%，报114.7港元，成交额912.44万港元。光大证券发布研报称，英伟达计划在新的芯片架构中引入LPU方案，标志着AI算力市场从“通用计算”向“专用推理”的范式转移。若英伟达LPU方案落地，将使PCB的需求面积显著增长且PCB板材加工难度进一步提升，预计将对PCB微钻及PCB加工设备带来较大增量需求。建议关注PCB核心制造...

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