异动解读 | PTFE技术路线担忧叠加获利回吐压力，建滔积层板盘中大跌5.24%_老虎社区_美港股上老虎

异动解读 | PTFE技术路线担忧叠加获利回吐压力，建滔积层板盘中大跌5.24%

异动解读06-05

建滔积层板(01888)今日盘中大跌5.24%，引发了市场关注。

消息面上，据机构产业链调研，英伟达在下一代AI服务器正交背板材料选择中倾向于PTFE方案，该方案不再使用电子布，这引发了市场对建滔积层板主营的传统覆铜板产品未来需求前景的担忧。

此外，该股前期涨幅巨大，近一个月累计涨幅超60%，52周涨幅高达548%，技术指标已进入超买区间，短期获利回吐压力持续释放，进一步加剧了股价的下跌压力。

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