市场迎放量普涨修复，算力硬件领衔科技赛道全面爆发_老虎社区_美港股上老虎

市场迎放量普涨修复，算力硬件领衔科技赛道全面爆发

中金财经04-09

导读：①市场放量长阳反弹，暂以结构性修复行情看待，后续或逐步分化；②CPO 板块领涨科技成长，多股创新高，行业渗透率进入快速提升期，仍是高景气核心赛道；③PCB 产业链迎来涨价 + AI 需求共振，龙头涨停扩产，算力硬件获资金集中回补；④算力租赁板块爆发，带动 AI 应用走强，算力供需错配下，云产业链有望迎来量价齐升。　　昨日市场高开高走，沪指百点长阳逼近4000点，创业板涨近6%，量能更是...

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