<p style="font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 18px;font-weight: bold;color: rgb(26, 26, 26);margin: 28px 0px 12px;padding-left: 12px;border-left: 4px solid rgb(197, 160, 89);" data-pm-slice="0 0 []"><span leaf="">ä» ä½AIå¤çå享ï¼ä¸æææèµå»ºè®®</span></p><p style="font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 18px;font-weight: bold;color: rgb(26, 26, 26);margin: 28px 0px 12px;padding-left: 12px;border-left: 4px solid rgb(197, 160, 89);" data-pm-slice="0 0 []"><span leaf="">ä¸å¥è¯ç»è®º</span></p><p style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin: 0px 0px 14px;line-height: 1.85;"><span leaf="">ä»å¤©çåæ»æ¯ççï¼ä½ä¹°åçä¸æ¯è¿½é«çæ£æ·ï¼æ¯æ¬å®¶çæºæãé±ä»æéãåæ°è¯ãé¶å®éæ¤åºæ¥ï¼çè¿å导ä½ãPCBãå éä¿¡ä¸æ¡çº¿ãçæ£å±é©çä¸æ¯ç§æ主线æ¬èº«ï¼æ¯æ¢æçè¶ è¿</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">30%</span></span></strong><span leaf="">çé£æ¹20cm涨åï¼é£æ¯å»é¼ä¼ è±çæåä¸æã</span><span leaf="">åªè·æºæ主线çå踩ï¼ä¸æ¥æ£æ·ççã</span></p><p style="font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 18px;font-weight: bold;color: rgb(26, 26, 26);margin: 28px 0px 12px;padding-left: 12px;border-left: 4px solid rgb(197, 160, 89);"><span leaf="">å¸åºç»æ</span></p><p style="font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 16px;font-weight: bold;color: rgb(138, 109, 59);margin: 18px 0px 8px;"><span leaf="">æ¢çº½å¤æ</span></p><p style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin: 0px 0px 14px;line-height: 1.85;"><span leaf="">è¿è½®è¡æ çæ»å¼å ³æ¯è±ä¼è¾¾ãå®ä¸å¼ å£æ¥æAè¡ç§æé¾ç¹çï¼ä½ç¹ç«ç¨çä¸æ¯æ°å¢è®¢åï¼æ¯å®</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">5300亿ç¾å </span></span></strong><span leaf="">ç表å¤æ¿è¯ºãä¸æ¦æ个äºååç åï¼è¿æ¡é¾æèå¼±çä¸ç¯å æï¼ä»å¤©è¿½è¿å»ç20cm第ä¸ä¸ªè¢«åãå导ä½æ¯ç¬¬äºæ¢çº½ï¼ä¸å¤´è¿åå¨åæ°åè¯çï¼ä¸å¤´è¿PCBåè¦éæ¿ï¼æ¯è¿è½®èµéæéä¸çå°æ¹ã</span></p><p style="font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 16px;font-weight: bold;color: rgb(138, 109, 59);margin: 18px 0px 8px;"><span leaf="">è½®å¨å¤æ</span></p><p style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin: 0px 0px 14px;line-height: 1.85;"><span leaf="">é±ä»æéåå»è¯å¾ç§ææ¬ï¼æ¯çæ¬å®¶ï¼ä¸æ¯åæ¿æ¥ãåæ°è¯æ¶¨</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">1.21%</span></span></strong><span leaf="">ä½åæµåº</span><strong><span style="color: rgb(0, 160, 80);"><span leaf="">2.01亿</span></span></strong><span leaf="">ï¼æé涨</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">0.53%</span></span></strong><span leaf="">ä½è¶ 大åå¨åºéï¼é¶å®æ¦å¿µåæµåº</span><strong><span style="color: rgb(0, 160, 80);"><span leaf="">2.13亿</span></span></strong><span leaf="">ãè¿äºé±æ²¡æ¶å¤±ï¼æµè¿äºçµåãå导ä½ãPCBãéä¿¡ãçµåä¸å®¶åæµå ¥</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">389.6亿</span></span></strong><span leaf="">ï¼å导ä½</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">173.7亿</span></span></strong><span leaf="">ãææ°æ¯åéè ¾æªæ¨ä¸å»çï¼ä¸æ¯å¢éä¹°ä¸å»çã</span></p><p style="font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 16px;font-weight: bold;color: rgb(138, 109, 59);margin: 18px 0px 8px;"><span leaf="">æªè¢«å®ä»·çä¿¡å·</span></p><p style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin: 0px 0px 14px;line-height: 1.85;"><span leaf="">åä¸åç§æ¤ä»å¤©è¢«å ¨ç½æ è§ãå ¶ä»ç§æ¤ä¸æ¶¨</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">6.74%</span></span></strong><span leaf="">ãåç¨æºæ¢°æ¶¨</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">5.19%</span></span></strong><span leaf="">ï¼åæµå ¥å´åªæ</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">1.44亿</span></span></strong><span leaf="">å</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">1.29亿</span></span></strong><span leaf="">ã没人讨论å®ï¼æ°æ°æ¯å®æ²¡è¢«å®ä»·çè¯æ®ãç¾ä¼æäºæäº6个æãèªè¿ææ¬é«ä¼ï¼è¿æ¡ç©çè½´Aè¡å ä¹æ²¡äººå¨çã</span></p><p style="font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 18px;font-weight: bold;color: rgb(26, 26, 26);margin: 28px 0px 12px;padding-left: 12px;border-left: 4px solid rgb(197, 160, 89);"><span leaf="">å ³é®ä¿¡å·</span></p><p style="font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 16px;font-weight: bold;color: rgb(26, 26, 26);margin: 18px 0px 8px;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">ä¸</span></span></strong><span leaf="">ãè±ä¼è¾¾ç5300亿æ¿è¯ºï¼æ¯æ æä¸æ¯ä¿¡ä»°</span></p><p style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin: 0px 0px 14px;line-height: 1.85;"><span leaf="">è±ä¼è¾¾è¥æ¶</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">962亿ç¾å </span></span></strong><span leaf="">åæ¯ç¿»åï¼ä¸å£æå¼é¦ç ´å亿ï¼é«çæç®æ ä»·è°å°</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">300ç¾å </span></span></strong><span leaf="">ãè¿äºæ¯æçãæçæ¯</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">5300亿ç¾å </span></span></strong><span leaf="">表å¤æ¿è¯ºï¼çäºå®5å¹´åçå ¨é¢è¥æ¶ï¼å¤å </span><strong><span style="color: rgb(0, 160, 80);"><span leaf="">360亿ç¾å </span></span></strong><span leaf="">ç°éæµç¼ºå£ãè¿ä¸æ¯ä¸¥æ ¼æä¹çææ°ï¼ä½å®æ¯æ¿èªå·±çèµäº§è´åºè¡¨ç»å®¢æ·çAIæå ¥åæ ä¿ãä¸æ¦äºååç 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normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin: 0px 0px 14px;line-height: 1.85;"><span leaf="">表é¢ä¸å¤§ææ°æ®æ¶¨ï¼ä¸è¯</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+1.13%</span></span></strong><span leaf="">æ¶å¤3900ï¼åä¸æ¿</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+1.71%</span></span></strong><span leaf="">æ强ãæå¼çï¼æ¯åéèµéä»æéãåæ°è¯ãé¶å®æ¤åºï¼çè¿AI硬件ãè¶ å¤§åå¨æéä¸åå</span><strong><span style="color: rgb(0, 160, 80);"><span leaf="">20.3亿</span></span></strong><span leaf="">ï¼å°ååä¹°</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">27.8亿</span></span></strong><span leaf="">ï¼æ£æ·å¨æ¥æºæçç¹ç ãæ交</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">1.01ä¸äº¿</span></span></strong><span leaf="">ï¼æ²¡ææ¾æ¾éãè¿æ¯ç»ææ§æ¬å®¶ï¼ä¸æ¯çå¸åæ»ã</span></p><p style="font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 16px;font-weight: bold;color: rgb(26, 26, 26);margin: 18px 0px 8px;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">ä¸</span></span></strong><span leaf="">ãæºæ主线ä¸å天ä¸ï¼ä¼çº§è¡å°±ä¸åª</span></p><p style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin: 0px 0px 14px;line-height: 1.85;"><span leaf="">å导ä½ãPCB/è¦éæ¿ãå 纤å ç¼å äºä»å¤©ä¸»ååæµå ¥ç大头ãçµå</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+3.97%</span></span></strong><span leaf="">åæµå ¥</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">389.6亿</span></span></strong><span leaf="">ï¼å导ä½</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+5.04%</span></span></strong><span leaf="">åæµå ¥</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">173.7亿</span></span></strong><span leaf="">ï¼PCB</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+5.72%</span></span></strong><span leaf="">åæµå ¥</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">105.5亿</span></span></strong><span leaf="">ï¼é信线ç¼</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+5.47%</span></span></strong><span leaf="">åæµå ¥</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">49.1亿</span></span></strong><span leaf="">ãæºæå ±æ¯æ强çæ¯ä¸åªï¼çXç§æ涨</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">8.43%</span></span></strong><span leaf="">主ååæµå ¥</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">26.1亿</span></span></strong><span leaf="">ï¼ä¸Xç§æ涨</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">7.99%</span></span></strong><span leaf="">åæµå ¥</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">16.7亿</span></span></strong><span leaf="">ï¼æ¾Xç§æ涨</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">10.06%</span></span></strong><span leaf="">éæ¯</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">2.49</span></span></strong><span leaf="">åæµå ¥</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">15.2亿</span></span></strong><span leaf="">ãå®ä»¬æ¯åé µæéè½å踩ä½å¸çï¼ä¸æ¯æ¶¨å¾æå¶çã</span></p><p style="font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 16px;font-weight: bold;color: rgb(26, 26, 26);margin: 18px 0px 8px;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">å</span></span></strong><span leaf="">ãæ¢æçè¶ 30%ç20cmï¼æ¯æ¥çå¸ä¸æ¯æºä¼</span></p><p style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", Helvetica, "PingFang SC", "Microsoft YaHei", sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin: 0px 0px 14px;line-height: 1.85;"><span leaf="">20cm涨åæ¦ä¸æå¶çå åªï¼èµXçµå</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+20.01%</span></span></strong><span leaf="">éæ¯</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">5.54</span></span></strong><span leaf="">ï¼èXæ°æã大Xå¾®ä¹å°æ¿ãä½çæ¢æçï¼è¯Xè¡ä»½36.73%ãè±Xç§æ31.77%ãå Xç§æ31.58%ãæ¢æè¶ 30%ç涨åï¼æ¯ç¹ç 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