AI算力引爆硬件行情，PCB扩产，上游原材料覆铜板供需紧俏，龙头股盘中现调整

21世纪经济报道06-01

近期，多家PCB上市公司发布扩产计划，引发市场关注。多家PCB概念股近期接受机构密集调研，从调研的内容看，机构普遍对上市公司产能利用率情况、未来布局等内容较为关心。从PCB相关上市公司业绩看，在AI算力需求的强劲驱动下，PCB产业链在2026年一季度展现了较高的景气度。　　由于AI强劲需求，产业链供应紧张、涨价的情况正在持续发生，继存储芯片、EML/CW光芯片、法拉第旋片、电子布、覆铜板、Msap...

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