港股异动 | 胜宏科技涨幅扩大至9%，获调入港股通名单，公司被视为英伟达最重要PCB供应商之一_老虎社区_美港股上老虎

港股异动 | 胜宏科技涨幅扩大至9%，获调入港股通名单，公司被视为英伟达最重要PCB供应商之一

智通财经05-18

5月18日，胜宏科技盘中涨幅扩大至9%，获调入港股通名单，公司被视为英伟达最重要PCB供应商之一。消息面上，5月15日，上交所公告称，因胜宏科技将于2026年5月16日在香港市场价格稳定期结束且相应A股上市满10个交易日，根据《上海证券交易所沪港通业务实施办法》的有关规定，沪港通下港股通(简称：港股通)标的名单发生调整，并自下一港股通交易日起生效。野村认为，作为全球AI PCB市场的领军企业，...

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href=http://www.zhitongcaijing.com/content/detail/1442722.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月18日，胜宏科技盘中涨幅扩大至9%，获调入港股通名单，公司被视为英伟达最重要PCB供应商之一。消息面上，5月15日，上交所公告称，因胜宏科技将于2026年5月16日在香港市场价格稳定期结束且相应A股上市满10个交易日，根据《上海证券交易所沪港通业务实施办法》的有关规定，沪港通下港股通(简称：港股通)标的名单发生调整，并自下一港股通交易日起生效。野村认为，作为全球AI PCB市场的领军企业，胜宏...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1442722.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":"LU2543165471.USD","symbol_name":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1442722.html","article_id":"2636104821","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2636104821","pubTimestamp":1779070572,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，胜宏科技早盘涨超7%，截至发稿，涨5.82%，报360港元，成交额4.16亿港元。野村认为，胜宏科技被视为英伟达最重要的PCB供应商之一，预计在英伟达下一代Rubin平台中，胜宏科技将占据约50%-55%的份额。英伟达GPU的PCB单机价值量预计将从Blackwell的400美元提升至Rubin Ultra的1000美元以上，这将直接带动胜宏科技来自英伟达的收入占比从2024年的9%提升至2028年的38%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) 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The company is regarded as one of Nvidia's most important PCB suppliers","themeId":"0df6ec6550890c42dac217c6a3803c4a","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ac03b2de31c739ae54c25330b8427f22","symbols_score_info":{"07788":0.6,"NVDU":0.6,"NVDW":0.6,"NVDY":0.6,"NVDO":0.6,"NVDS":0.6,"NVDD":0.6,"NVDG":0.6,"NVDB":0.6,"07388":0.6,"02476":2,"NVDX":0.6,"NVII":0.6,"NVD":0.6,"DIPS":0.6,"NVDL":0.6,"ANV":0.6,"NVDQ":0.6,"NVYY":0.6},"content_text":"5月18日，胜宏科技盘中涨幅扩大至9%，获调入港股通名单，公司被视为英伟达最重要PCB供应商之一。消息面上，5月15日，上交所公告称，因胜宏科技将于2026年5月16日在香港市场价格稳定期结束且相应A股上市满10个交易日，根据《上海证券交易所沪港通业务实施办法》的有关规定，沪港通下港股通(简称：港股通)标的名单发生调整，并自下一港股通交易日起生效。野村认为，作为全球AI PCB市场的领军企业，胜宏科技将受益于全球AI客户激进的基础设施投资和加速的产品升级周期。野村认为，胜宏科技被视为英伟达最重要的PCB供应商之一，预计在英伟达下一代Rubin平台(2026-2028年)中，胜宏科技将占据约50%-55%的份额。英伟达GPU的PCB单机价值量预计将从Blackwell的400美元提升至Rubin Ultra的1000美元以上，这将直接带动胜宏科技来自英伟达的收入占比从2024年的9%提升至2028年的38%。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}