异动解读05-27
胜宏科技（02476）今日盘中股价大幅上涨5.12%，引起市场关注。
消息面上，摩根士丹利近日发布英伟达下一代Vera Rubin机架BOM拆解报告，显示单机架PCB成本从GB300的3.51万美元飙升至11.67万美元，增幅高达233%，为全产业链非内存品类涨幅最高环节。胜宏科技作为英伟达Tier-1核心PCB供应商，占据其AI服务器PCB全球50%-55%订单份额，直接受益于此次价值量跃迁。此外，高盛维持对胜宏科技的买入评级，并给予550元目标价，预期公司AI PCB营收占比将持续提升，进一步提振了市场信心。公司近期亦澄清了网传第二季度业绩下滑为不实信息，表明基本面保持稳健。
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