博敏电子：人工智能产业推动算力基础设施建设进入高景气周期

证券之星07-07

证券之星消息，博敏电子(603936)07月07日在投资者关系平台上答复投资者关心的问题。

投资者提问：公司有交换机业务吗？

博敏电子回复：尊敬的投资者您好！人工智能产业的快速发展推动全球算力基础设施建设进入高景气周期，服务器、加速卡、光模块及高速交换机等下游需求持续攀升，PCB作为下游配套领域，高多层板、高阶HDI、封装基板等高端产品的增长尤为突出。公司把握行业结构性机会，深度聚焦相关赛道。感谢您的关注！

本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。

责任编辑：刘浩然

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2649129600?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-07-07 16:21","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2649129600","market":"hk","top_or_hot":-1,"title":"博敏电子：人工智能产业推动算力基础设施建设进入高景气周期","media":"证券之星","content":"<html><body><p>证券之星消息，<a href=\"https://laohu8.com/S/603936\">博敏电子</a>(603936)07月07日在投资者关系平台上答复投资者关心的问题。</p><p>投资者提问：公司有交换机业务吗？</p><p>博敏电子回复：尊敬的投资者您好！人工智能产业的快速发展推动全球算力基础设施建设进入高景气周期，服务器、加速卡、光模块及高速交换机等下游需求持续攀升，PCB作为下游配套领域，高多层板、高阶HDI、封装基板等高端产品的增长尤为突出。公司把握行业结构性机会，深度聚焦相关赛道。感谢您的关注！</p><p>本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。</p><p>责任编辑：刘浩然</p></body></html>","source":"stockstar","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>博敏电子：人工智能产业推动算力基础设施建设进入高景气周期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n博敏电子：人工智能产业推动算力基础设施建设进入高景气周期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-07 16:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://stock.stockstar.com/RB2026070700026742.shtml><strong>证券之星</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>证券之星消息，博敏电子(603936)07月07日在投资者关系平台上答复投资者关心的问题。投资者提问：公司有交换机业务吗？博敏电子回复：尊敬的投资者您好！人工智能产业的快速发展推动全球算力基础设施建设进入高景气周期，服务器、加速卡、光模块及高速交换机等下游需求持续攀升，PCB作为下游配套领域，高多层板、高阶HDI、封装基板等高端产品的增长尤为突出。公司把握行业结构性机会，深度聚焦相关赛道。感谢您的...</p>\n\n<a href=\"https://stock.stockstar.com/RB2026070700026742.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"161631","symbol_name":"人工智能","start_time":0,"source_url":"https://stock.stockstar.com/RB2026070700026742.shtml","article_id":"2649129600","we_media_id":"1082532455","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2649129600","pubTimestamp":1783412477,"columns":[],"sourceInfo":{"source_id":"stockstar","name":"证券之星"},"weMediaInfo":{"media_name":"证券之星","introduction":"证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。","home_visible":1,"id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"summary":"证券之星消息，博敏电子(603936)07月07日在投资者关系平台上答复投资者关心的问题。投资者提问：公司有交换机业务吗？博敏电子回复：尊敬的投资者您好！人工智能产业的快速发展推动全球算力基础设施建设进入高景气周期，服务器、加速卡、光模块及高速交换机等下游需求持续攀升，PCB作为下游配套领域，高多层板、高阶HDI、封装基板等高端产品的增长尤为突出。公司把握行业结构性机会，深度聚焦相关赛道。感谢您的关注！本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：刘浩然","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161631":"人工智能","603936":"博敏电子","BK0214":"IT设备"},"translate_title":"Bomin Electronics: Artificial Intelligence Industry Promotes Computing Power Infrastructure Construction into a High Boom Cycle","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161631":1.5,"603936":1.5},"content_text":"证券之星消息，博敏电子(603936)07月07日在投资者关系平台上答复投资者关心的问题。投资者提问：公司有交换机业务吗？博敏电子回复：尊敬的投资者您好！人工智能产业的快速发展推动全球算力基础设施建设进入高景气周期，服务器、加速卡、光模块及高速交换机等下游需求持续攀升，PCB作为下游配套领域，高多层板、高阶HDI、封装基板等高端产品的增长尤为突出。公司把握行业结构性机会，深度聚焦相关赛道。感谢您的关注！本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：刘浩然","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2649129600","isCrawlerRequest":true}