@jukan05: Too many people have been asking me why TTMI is up in pre-market, so I’ll answer it this one time. Next time, please look it up yourselves. ...

@jukan05 3 信息等级 3 发布：2026-05-22T11:03 抓取：2026-05-22 11:21

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AI 半导体行业动态

摘要

摩根士丹利分析称，英伟达下一代Rubin机架售价约780万美元，价值提升主要来自PCB、MLCC和ABF基板，带动中国PCB概念股上涨。

客观事实

摩根士丹利分析英伟达Rubin机架ASP约780万美元。
价值提升主要来自PCB、MLCC和ABF基板。
中国PCB概念股丁泰高科涨停，胜宏科技涨13.3%。

英伟达摩根士丹利丁泰高科胜宏科技 PCB Rubin

原文

Too many people have been asking me why TTMI is up in pre-market, so I’ll answer it this one time. Next time, please look it up yourselves.

PCB stocks surged sharply in the Chinese market today.

The reason PCB names rallied in China is that Morgan Stanley analyzed NVIDIA’s next-generation Rubin rack and found that the rack ASP could reach roughly $7.8 million, almost doubling from GB300. More importantly, Morgan Stanley argued that this value uplift does not mainly come from the GPU itself, but from components such as PCBs (+233%), MLCCs (+182%), and ABF substrates (+82%), which are expected to be the biggest beneficiaries.

As a result, several PCB supply-chain names rallied sharply, including:

Ding Tai Gao Ke (https://t.co/Wn6I4bPLmG): +20%, limit-up
The global No. 1 player in micro-drills and routers used in the drilling process, a critical step in PCB manufacturing.
Shenghong Technology (https://t.co/ydzpXHiwt0): +13.3%

and other PCB supply-chain companies.

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