港股异动 | 先导智能(00470)涨超4% 高端MLCC供需持续紧平衡机构看好国内本土厂商受益AI需求景气_老虎社区_美港股上老虎

港股异动 | 先导智能(00470)涨超4% 高端MLCC供需持续紧平衡机构看好国内本土厂商受益AI需求景气

智通财经05-20

智通财经APP获悉，先导智能(00470)涨超4%，截至发稿，涨3.74%，报52.65港元，成交额6777.89万港元。消息面上，根据TrendForce集邦咨询最新调查，旺盛的AI芯片需求导致高端MLCC供需偏紧，并压缩消费类MLCC供货，促使部分代理商展开预防性囤购，供应商则以调价回应。另据TrendForce研判，伴随云端服务商ASIC项目三季度末集中放量、高端MLCC供需持续紧平衡、全球...

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