港股异动 | PCB概念股全线重挫黄仁勋否认Rubin Ultra延期传闻机构指AI硬件拥挤度有所松动

智通财经07-13

智通财经APP获悉，PCB概念股全线重挫，截至发稿，建滔集团(00148)跌15.85%，报61.85港元；建滔积层板(01888)跌14.65%，报53.6港元；大族数控(03200)跌12.34%，报120.1港元；广合科技(01989)跌4.78%，报129.5港元。消息面上，近期市场流传Rubin Ultra可能推迟至2028年出货。当地时间7月11日，摩根士丹利发布英伟达管理层非交易路演...

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href=http://www.zhitongcaijing.com/content/detail/1466429.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，PCB概念股全线重挫，截至发稿，建滔集团(00148)跌15.85%，报61.85港元；建滔积层板(01888)跌14.65%，报53.6港元；大族数控(03200)跌12.34%，报120.1港元；广合科技(01989)跌4.78%，报129.5港元。消息面上，近期市场流传Rubin Ultra可能推迟至2028年出货。当地时间7月11日，摩根士丹利发布英伟达管理层非交易路演...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1466429.html\">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":"LU0109392836.USD","symbol_name":"富兰克林科技股A","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1466429.html","article_id":"2651160352","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2651160352","pubTimestamp":1783912982,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"消息面上，近期市场流传Rubin 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Huang Renxun denies rumors of Rubin Ultra delay. Institutions say AI hardware congestion has loosened","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/1005ed64905413a3ef9a89f10c7da95a","symbols_score_info":{"SHOC":0.6,"NVDU":0.6,"USD":0.6,"07388":0.6,"SNPE":0.6,"VT":0.6,"NVDB":0.6,"WISE":0.6,"ROM":0.6,"NVD3.UK":0.6,"NVIW.SI":0.6,"NVDD":0.6,"LFGY":0.6,"XLK":0.6,"NVDA":1.89,"SOXX":0.6,"NVDX":0.6,"ESUM":0.6,"DIPS":0.6,"AGOX":0.6,"ABFL":0.6,"VGT":0.6,"FTEC":0.6,"JGRO":0.6,"IETC":0.6,"2NVD.UK":0.6,"METV":0.6,"USXF":0.6,"NVDL":0.6,"SNVD.UK":0.6,"SOXY":0.6,"NVDY":0.6,"AIPI":0.6,"ANV":0.6,"FDTX":0.6,"TRFK":0.6,"FAI":0.6,"NULC":0.6,"TTEQ":0.6,"NVD2.UK":0.6,"CLSE":0.6,"NVDS.UK":0.6,"NVDS":0.6,"SOXQ":0.6,"SMH":0.6,"NVDG":0.6,"TEK":0.6,"NVDO":0.6,"SMHX":0.6,"EFIV":0.6,"NVD":0.6,"NVYY":0.6,"IXN":0.6,"TYLG":0.6,"AIFD":0.6,"NVII":0.6,"07788":0.6,"NVDQ":0.6,"NVDW":0.6,"CNEQ":0.6,"ILDR":0.6,"SPTE":0.6,"3NVD.UK":0.6},"content_text":"智通财经APP获悉，PCB概念股全线重挫，截至发稿，建滔集团(00148)跌15.85%，报61.85港元；建滔积层板(01888)跌14.65%，报53.6港元；大族数控(03200)跌12.34%，报120.1港元；广合科技(01989)跌4.78%，报129.5港元。消息面上，近期市场流传Rubin Ultra可能推迟至2028年出货。当地时间7月11日，摩根士丹利发布英伟达管理层非交易路演纪要。英伟达CEO黄仁勋携CFO Colette Kress等高管出席，与机构投资者交流时表示，公司季度收入正逼近1000亿美元，且增速仍在提升，并否认Rubin Ultra延期传闻，确认将于明年按计划出货。国联安基金表示，本轮海外市场抛售源于AI硬件赛道交易拥挤度的松动，市场担忧前期AI炒作情绪过度亢奋，资金集体开启避险减仓。上半年半导体、AI算力、光模块等核心赛道走出强势行情，多数热门标的年内涨幅较大，板块整体积攒了海量浮盈筹码，短期回调风险持续累积。调整从年内涨幅最多的热门标的率先开启，具备清晰的获利了结特征。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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":"CCBot/2.0 (https://commoncrawl.org/faq/)","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/2651160352","isCrawlerRequest":true}

港股异动 | PCB概念股全线重挫 黄仁勋否认Rubin Ultra延期传闻 机构指AI硬件拥挤度有所松动

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港股异动 | PCB概念股全线重挫黄仁勋否认Rubin Ultra延期传闻机构指AI硬件拥挤度有所松动