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标题: "高盛大幅上调AI服务器PCB和CCL预测，行业量价齐升逻辑或延续 _ 东方财富网"
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发现时间: "2026-08-07T14:31:58+08:00"
入库时间: "2026-08-07T06:38:52.096Z"
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  - "AI服务器"
  - "计算"
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内容类型: "网页"
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清洗工具: "Jina Reader Markdown + Defuddle/Readability 正文提取"
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  []
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AI质检模型: "deepseek-v4-flash"
AI质检时间: "2026-08-07T14:51:19+08:00"
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AI来源权威性: 5
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AI技术细节: 0
AI商业部署信号: 3
AI完整性: 8
采集批次: "2026年8月7日14点30分28秒"
采集批次ID: "20260807-143028-042"
去重键: "http://finance.eastmoney.com/a/202608073835098552.html"
---

Title: 高盛大幅上调AI服务器PCB和CCL预测，行业量价齐升逻辑或延续 _ 东方财富网

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高盛大幅上调AI服务器PCB和CCL预测，行业量价齐升逻辑或延续

2026年08月07日 14:02

 作者： 赵阳 

 来源： 21世纪经济报道 

[1 人评论](http://finance.eastmoney.com/a/202608073835098552.html#gubaComment)

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_分享到：_[](http://guba.eastmoney.com/share.aspx?url=https%3A%2F%2Ffinance.eastmoney.com%2Fa%2F202608073835098552.html&title=%E9%AB%98%E7%9B%9B%E5%A4%A7%E5%B9%85%E4%B8%8A%E8%B0%83AI%E6%9C%8D%E5%8A%A1%E5%99%A8PCB%E5%92%8CCCL%E9%A2%84%E6%B5%8B%EF%BC%8C%E8%A1%8C%E4%B8%9A%E9%87%8F%E4%BB%B7%E9%BD%90%E5%8D%87%E9%80%BB%E8%BE%91%E6%88%96%E5%BB%B6%E7%BB%AD "分享到股吧")[](http://service.weibo.com/share/share.php?url=https%3A%2F%2Ffinance.eastmoney.com%2Fa%2F202608073835098552.html&title=%E9%AB%98%E7%9B%9B%E5%A4%A7%E5%B9%85%E4%B8%8A%E8%B0%83AI%E6%9C%8D%E5%8A%A1%E5%99%A8PCB%E5%92%8CCCL%E9%A2%84%E6%B5%8B%EF%BC%8C%E8%A1%8C%E4%B8%9A%E9%87%8F%E4%BB%B7%E9%BD%90%E5%8D%87%E9%80%BB%E8%BE%91%E6%88%96%E5%BB%B6%E7%BB%AD&searchPic=false&pic=https%3A%2F%2Fcmsjs.eastmoney.com%2Fcommon%2Fweixin-share.png "分享到新浪微博")[](http://sns.qzone.qq.com/cgi-bin/qzshare/cgi_qzshare_onekey?url=https%3A%2F%2Ffinance.eastmoney.com%2Fa%2F202608073835098552.html&summary=%20&title=%E9%AB%98%E7%9B%9B%E5%A4%A7%E5%B9%85%E4%B8%8A%E8%B0%83AI%E6%9C%8D%E5%8A%A1%E5%99%A8PCB%E5%92%8CCCL%E9%A2%84%E6%B5%8B%EF%BC%8C%E8%A1%8C%E4%B8%9A%E9%87%8F%E4%BB%B7%E9%BD%90%E5%8D%87%E9%80%BB%E8%BE%91%E6%88%96%E5%BB%B6%E7%BB%AD&desc=%E6%88%AA%E8%87%B3%E5%8F%91%E7%A8%BF%EF%BC%8C%E6%81%92%E7%94%9F%E6%8C%87%E6%95%B0%E4%B8%8A%E6%B6%A80.06%25%EF%BC%8C%E6%B8%AF%E8%82%A1%E9%80%9A%E4%BF%A1%E6%81%AFC%EF%BC%88930967.CSI%EF%BC%89%E4%B8%8A%E6%B6%A82.15%25%EF%BC%8C%E5%85%B6%E6%88%90%E5%88%86%E8%82%A1%E5%8D%B0%E5%88%B6%E7%94%B5%E8%B7%AF%E6%9D%BF%EF%BC%88PCB%EF%BC%89%E6%96%B9%E5%90%91%E6%82%89%E6%95%B0%E4%B8%8A%E6%B6%A8%EF%BC%9A%E8%83%9C%E5%AE%8F%E7%A7%91%E6%8A%80%EF%BC%882476.HK%EF%BC%89%E4%B8%8A%E6%B6%A813.42%25%E3%80%81%E5%BB%BA%E6%BB%94%E7%A7%AF%E5%B1%82%E6%9D%BF%EF%BC%881888.HK%EF%BC%89%E4%B8%8A%E6%B6%A813.07%25%E3%80%81%E5%B9%BF%E5%90%88%E7%A7%91%E6%8A%80%EF%BC%881989.HK%EF%BC%89%E4%B8%8A%E6%B6%A811.02%25%E3%80%81%E5%BB%BA%E6%BB%94%E9%9B%86%E5%9B%A2%EF%BC%880148.HK%EF%BC%89%E4%B8%8A%E6%B6%A86.86%25%E3%80%82&pics=https%3A%2F%2Fcmsjs.eastmoney.com%2Fcommon%2Fweixin-share.png "分享到QQ空间")

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截至发稿，恒生指数上涨0.06%，港股[通信](http://quote.eastmoney.com/unify/r/90.BK1215)息C（930967.CSI）上涨2.15%，其成分股[印制电路板](http://quote.eastmoney.com/unify/r/90.BK1340)（[PCB](http://quote.eastmoney.com/unify/r/90.BK0877)）方向悉数上涨：[胜宏科技](http://quote.eastmoney.com/unify/r/0.300476)（2476.HK）上涨13.42%、[建滔积层板](http://quote.eastmoney.com/unify/r/116.01888)（1888.HK）上涨13.07%、[广合科技](http://quote.eastmoney.com/unify/r/0.001389)（1989.HK）上涨11.02%、[建滔集团](http://quote.eastmoney.com/unify/r/116.00148)（0148.HK）上涨6.86%。

消息面上，[高盛](http://quote.eastmoney.com/unify/r/106.GS)大幅上调AI服务器[印制电路板](http://quote.eastmoney.com/unify/r/90.BK1340)（[PCB](http://quote.eastmoney.com/unify/r/90.BK0877)）和覆[铜](http://quote.eastmoney.com/unify/r/90.BK1615)板（CCL）预测，2028年[PCB](http://quote.eastmoney.com/unify/r/90.BK0877)和CCL市场规模将分别达840亿美元和480亿美元。

分析人士指出，[电子](http://quote.eastmoney.com/unify/r/90.BK1201)布持续涨价向覆[铜](http://quote.eastmoney.com/unify/r/90.BK1615)板传导成本压力，叠加Rubin平台规模化出货，行业量价齐升逻辑延续。具体来说：[建滔积层板](http://quote.eastmoney.com/unify/r/116.01888)（1888.HK）作为CCL龙头，业绩强催化，一体化产业链使其成为本轮玻纤涨价的核心受益龙头，量价齐升有望打开利润天花板；[建滔集团](http://quote.eastmoney.com/unify/r/116.00148)（0148.HK）作为控股母公司，纯粹受益于子公司业绩与股价上涨。[胜宏科技](http://quote.eastmoney.com/unify/r/0.300476)（2476.HK）作为Rubin 平台供货商，存在业绩兑现确定性与股价弹性双优。

数据显示，港股[通信](http://quote.eastmoney.com/unify/r/90.BK1215)息C从港股通标的中，选取中证行业一级分类是信息技术的股票，进行打包编制，重仓港股“[半导体](http://quote.eastmoney.com/unify/r/90.BK1036)+[电子](http://quote.eastmoney.com/unify/r/90.BK1201)+[计算机](http://quote.eastmoney.com/unify/r/90.BK1207)”三大核心领域：1）有全球覆[铜](http://quote.eastmoney.com/unify/r/90.BK1615)板龙头[建滔积层板](http://quote.eastmoney.com/unify/r/116.01888)(1888.HK)和其控股股东[建滔集团](http://quote.eastmoney.com/unify/r/116.00148)(0148.HK)，两者合计权重在10%左右；2）有全球晶圆代工龙头[中芯国际](http://quote.eastmoney.com/unify/r/1.688981)（0981.HK）和[华虹宏力](http://quote.eastmoney.com/unify/r/1.688347)（1347.HK），两者合计权重在25%左右；3）有全球[AIPC](http://quote.eastmoney.com/unify/r/90.BK1164)龙头[联想集团](http://quote.eastmoney.com/unify/r/116.00992)（0992.HK）和其控股股东[联想控股](http://quote.eastmoney.com/unify/r/116.03396)（3396.HK），两者合计权重在10%左右。4）还有[ASMPT](http://quote.eastmoney.com/unify/r/116.00522)（0522.HK），权重在5%左右。5）也有[AI应用](http://quote.eastmoney.com/unify/r/90.BK1629)领头羊[商汤-W](http://quote.eastmoney.com/unify/r/116.00020)（0020.HK）和[智谱](http://quote.eastmoney.com/unify/r/116.02513)（2513.HK），权重在5%左右。

港股[通信](http://quote.eastmoney.com/unify/r/90.BK1215)息C覆盖AI上中下游全产业链，一键配置，怎么轮动都不错过！港股通信息技术ETF华夏（526000.SH）跟踪港股通信息C（中证港股通信息技术[综合](http://quote.eastmoney.com/unify/r/90.BK1217)指数），支持T+0交易，对于善于把握短线机会的投资者来说，能提高资金利用效率。

（文章来源：21世纪经济报道）

文章来源：21世纪经济报道 责任编辑：10

原标题：高盛大幅上调AI服务器PCB和CCL预测，行业量价齐升逻辑或延续

**郑重声明：**东方财富发布此内容旨在传播更多信息，与本站立场无关，不构成投资建议。据此操作，风险自担。 

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2026-08-07 14:10:55 来自 北京

出货的标志，我看到就卖了。 

出货的标志，我看到就卖了。 

置顶 删除[举报](http://help.eastmoney.com/report_center.html?reportType=2&title=%E5%87%BA%E8%B4%A7%E7%9A%84%E6%A0%87%E5%BF%97%EF%BC%8C%E6%88%91%E7%9C%8B%E5%88%B0%E5%B0%B1%E5%8D%96%E4%BA%86%E3%80%82&nickName=%E8%89%BE%E8%BE%9F%E6%AC%A7&gubaCode=undefined&id=1755999219&uid=2353496850143394&systype=1&replyid=9939602272)评论 点赞

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