行情直击05-27
5月27日，建滔积层板盘中上涨4.7%，报58.5港元/股，成交额3.12亿港元，续创新高。
消息面上，摩根士丹利近期对英伟达新一代Rubin机架进行BOM拆解，VR200 NVL72机柜中PCB价值量较GB300大涨233%，从3.51万美元跃升至11.67万美元，成为非内存品类涨幅第一。此外，覆铜板行业供需紧张格局延续，韩国PCB厂商因断供担忧向中国CCL厂商下达超常规预购订单，部分高端产品交货周期延长至6周以上。公司此前已于4月内两次宣布全系覆铜板涨价10%，累计涨幅超40%，彰显较强成本转嫁能力。同行业建滔集团涨3.11%、鸿腾精密涨5.31%，板块整体走强。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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