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src="data:image/png;base64,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" 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【周五复盘】指数缩量反弹,科技股修复明显,机构重仓算力硬件上游,游资助攻核心龙头,交易热度显著抬升。① 大摩重磅发布!英伟达Rubin机架PCB价值量增至11.67万美元,增幅233%,新增模组与规格升级共振,多只个股涨停或涨超10%。PCB核心股002***涨停,四家机构净买入6.83亿元,深股通净买入超6亿元;002***涨停,机构合计净买入超5亿元。此外,大摩估算VR200每机架MLCC内容价值约为4320美元,较GB300的约1530美元增长约182%,受消息提振MLCC人气股000***等多股涨停、打开连板高度。算力细分率先反包,哪些细分空间大、格局稳?② 半导体产业链注入成长新动能,国产替代预期升温!玻璃基板龙头000***两连板,与康宁三年合作催化玻璃基封装与光互连预期,获两家机构净买入9.66亿元,深股通净买入2.63亿元,游资大举加仓4.4亿元。需要注意的是,龙头多次提示玻璃基封装技术落地尚需时日。玻璃基板板块短期情绪能否延续?后续哪些技术节点会成为催化窗口?③ 机器人受政策与特斯拉产线转型催化,001***、002**两连板。物理性AI进入量产前夜,物理AI+机器人的核心龙头都有哪些?④ 储能拉动超薄铜箔需求,行业周期拐点已至,高端化与国产替代共振,但一季报分化明显。铜箔核心股688***涨4.59%,机构净买入超5亿元;新股603***、近端次新301***遭机构净卖出均超1.8亿元,资金分歧加剧。铜箔的上涨空间还有多大? </p><div class="author"><div class="leftspan"> <span class="viptag"></span> </div><div class="rightspan"> <span>1小时前</span> </div></div></div></div> </a> <a href="/news/103197931.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/02c24195394b6c278d35c046b65b1416.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>下周关注丨MSCI中国指数调整将生效,这些投资机会最靠谱</h2><p></p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span class="news_hot">45591</span> <span>昨天 08:44</span> </div></div></div></div> </a> <a href="/news/103198179.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/7cc4791271c99ac7a94034de9e50de9c.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>晓数点丨一周个股动向:科创50指数周涨超5% 京东方A获主力加仓居首</h2><p></p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span class="news_hot">5787</span> <span>昨天 23:19</span> </div></div></div></div> </a> <div class="m-ad6 dfb-ad" data-position="informationflow3"></div> <a href="/news/103197990.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/a55912c21f32b22fc2b4b46c93a0478f.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>深度|医保支付“红线”划定,药房如何在转型潮下寻找平衡点</h2><p></p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span class="news_hot">36973</span> <span>昨天 12:26</span> </div></div></div></div> </a> <a href="/news/103198159.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/6922480500d7e05c65bd7ea417061b93.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>八部门联手综合整治非法跨境展业,境外券商无牌经营“灰色时代”终结</h2><p></p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span class="news_hot">19613</span> <span>昨天 21:44</span> </div></div></div></div> </a> <a href="/news/103198143.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/ef3c2160b872deaf8045cc5cec394a58.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>AI进化速递丨一季度AI领域融资超1100亿元</h2><p></p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span class="news_hot">3772</span> <span>昨天 20:27</span> </div></div></div></div> </a> <a href="/news/103197756.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/416ffbbc24897001639f6e5c4d2683ed.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>壹快评|山西沁源矿难背后,三大疑问待解</h2><p></p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span class="news_comment">6</span> <span class="news_hot">47203</span> <span>05-23 17:42</span> </div></div></div></div> </a> <a href="/vip/news/103198157.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb m-list-vip"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/247546e9519fec37f8a183671d693ec1.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>半导体+MLCC!公司产品获三星/村田验证并批量供货</h2><p>【臻选回顾】
5月21日提示《CPO耦合机+固晶机+倒装键合!公司已与多家光模块、光芯片及产业链客户形成订单》,智立方(301312)5月22日高开高走,午后封死涨停(20%)直至收盘;
5月20日提示《PCB+AI+芯片+英伟达/英特尔!公司截至目前PCB销售签单同比增长超过120%》,一博科技(301366)21日、22日分别收涨3.02%、4.8%;
5月19日提示《EDA+先进封装+国产替代!公司产品已经被大规模应用于存储芯片的设计和制造中》,华大九天(301269)20日收涨8.74%,22日收涨11.8%;
4月28日提示《PCB+覆铜板+芯片+CPO!公司产品已在卡类封装、LED、存储芯片类等领域批量使用》,生益科技(600183)5月22日涨停,股价创出历史新高,自提示日起累计涨幅超过40%。
【本期摘要】
①半导体+封装材料+MLCC+PET铜箔!公司MLCC用途离型膜产品已完成对三星、村田的验证和批量供货;
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src="data:image/png;base64,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" 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【周五复盘】指数缩量反弹,科技股修复明显,机构重仓算力硬件上游,游资助攻核心龙头,交易热度显著抬升。① 大摩重磅发布!英伟达Rubin机架PCB价值量增至11.67万美元,增幅233%,新增模组与规格升级共振,多只个股涨停或涨超10%。PCB核心股002***涨停,四家机构净买入6.83亿元,深股通净买入超6亿元;002***涨停,机构合计净买入超5亿元。此外,大摩估算VR200每机架MLCC内容价值约为4320美元,较GB300的约1530美元增长约182%,受消息提振MLCC人气股000***等多股涨停、打开连板高度。算力细分率先反包,哪些细分空间大、格局稳?② 半导体产业链注入成长新动能,国产替代预期升温!玻璃基板龙头000***两连板,与康宁三年合作催化玻璃基封装与光互连预期,获两家机构净买入9.66亿元,深股通净买入2.63亿元,游资大举加仓4.4亿元。需要注意的是,龙头多次提示玻璃基封装技术落地尚需时日。玻璃基板板块短期情绪能否延续?后续哪些技术节点会成为催化窗口?③ 机器人受政策与特斯拉产线转型催化,001***、002**两连板。物理性AI进入量产前夜,物理AI+机器人的核心龙头都有哪些?④ 储能拉动超薄铜箔需求,行业周期拐点已至,高端化与国产替代共振,但一季报分化明显。铜箔核心股688***涨4.59%,机构净买入超5亿元;新股603***、近端次新301***遭机构净卖出均超1.8亿元,资金分歧加剧。铜箔的上涨空间还有多大? </p><div class="author"><div class="leftspan"> <span class="viptag"></span> </div><div class="rightspan"> <span>1小时前</span> </div></div></div></div> </a> <a href="/news/103197931.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/02c24195394b6c278d35c046b65b1416.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>下周关注丨MSCI中国指数调整将生效,这些投资机会最靠谱</h2><p></p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span class="news_hot">45591</span> <span>昨天 08:44</span> </div></div></div></div> </a> <a href="/news/103198179.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/7cc4791271c99ac7a94034de9e50de9c.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>晓数点丨一周个股动向:科创50指数周涨超5% 京东方A获主力加仓居首</h2><p></p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span class="news_hot">5787</span> <span>昨天 23:19</span> </div></div></div></div> </a> <div class="m-ad6 dfb-ad" data-position="informationflow3"></div> <a href="/news/103197990.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/a55912c21f32b22fc2b4b46c93a0478f.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>深度|医保支付“红线”划定,药房如何在转型潮下寻找平衡点</h2><p></p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span class="news_hot">36973</span> <span>昨天 12:26</span> </div></div></div></div> </a> <a href="/news/103198159.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/6922480500d7e05c65bd7ea417061b93.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>八部门联手综合整治非法跨境展业,境外券商无牌经营“灰色时代”终结</h2><p></p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span class="news_hot">19613</span> <span>昨天 21:44</span> </div></div></div></div> </a> <a href="/news/103198143.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/ef3c2160b872deaf8045cc5cec394a58.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>AI进化速递丨一季度AI领域融资超1100亿元</h2><p></p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span class="news_hot">3772</span> <span>昨天 20:27</span> </div></div></div></div> </a> <a href="/news/103197756.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/416ffbbc24897001639f6e5c4d2683ed.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>壹快评|山西沁源矿难背后,三大疑问待解</h2><p></p><div class="author"><div class="leftspan"> </div><div class="rightspan"> <span class="news_comment">6</span> <span class="news_hot">47203</span> <span>05-23 17:42</span> </div></div></div></div> </a> <a href="/vip/news/103198157.html" class="f-db" target="_blank"> <div class="m-list m-list-1 f-cb m-list-vip"> <div class="lef f-fl m-zoomin"><img class="u-img f-fl" src="https://imgcdn.yicai.com/uppics/slides/2026/05/247546e9519fec37f8a183671d693ec1.jpg" onerror="imgError(this)"> </div> <div class="common"><h2>半导体+MLCC!公司产品获三星/村田验证并批量供货</h2><p>【臻选回顾】
5月21日提示《CPO耦合机+固晶机+倒装键合!公司已与多家光模块、光芯片及产业链客户形成订单》,智立方(301312)5月22日高开高走,午后封死涨停(20%)直至收盘;
5月20日提示《PCB+AI+芯片+英伟达/英特尔!公司截至目前PCB销售签单同比增长超过120%》,一博科技(301366)21日、22日分别收涨3.02%、4.8%;
5月19日提示《EDA+先进封装+国产替代!公司产品已经被大规模应用于存储芯片的设计和制造中》,华大九天(301269)20日收涨8.74%,22日收涨11.8%;
4月28日提示《PCB+覆铜板+芯片+CPO!公司产品已在卡类封装、LED、存储芯片类等领域批量使用》,生益科技(600183)5月22日涨停,股价创出历史新高,自提示日起累计涨幅超过40%。
【本期摘要】
①半导体+封装材料+MLCC+PET铜箔!公司MLCC用途离型膜产品已完成对三星、村田的验证和批量供货;