Victory Giant Technology 在 AI 热潮中启动香港 IPO 路演

Victory Giant Technology 作为 Nvidia 供应商,于周一在香港启动首次公开募股(IPO)路演,目标募集高达 174.9 亿港元(22 亿美元)。这一举措反映出人工智能数据中心需求推动印刷电路板(PCB)行业的强劲增长。分析师预计该行业势头将持续一至两年。

Victory Giant Technology 于 2026 年 4 月 13 日(周一)在香港启动 IPO 路演,该公司为美国芯片巨头 Nvidia 供应印刷电路板(PCB)。根据 South China Morning Post 报道,此次 IPO 目标募集高达 174.9 亿港元,用于满足 AI 基础设施扩张带来的需求。

印刷电路板作为电子设备核心组件,在先进 AI 服务器和数据中心交换机中扮演关键互联角色。尽管以往被视为简单部件,但 AI 热潮使其备受关注。Everbright Securities International 策略师 Kenny Ng Lai-yin 表示:“印刷电路板目前因 AI 数据中心快速扩张而在全球风靡。鉴于供应短缺,该行业势头预计维持一至两年。”

近期,其他中国 PCB 供应商也积极上市。江西红板科技(Jiangxi Redboard Technology)上周在上海上市,募集 18 亿元人民币(2.634 亿美元)用于产能扩张。中际光芯(Zhongji Innolight),另一家 Nvidia 供应商,据报道于 4 月初提交香港上市保密申请,目标至少募集 30 亿美元。

这一波 IPO 浪潮凸显中国芯片供应链企业抓住全球 AI 基础设施需求机遇。分析师预计 PCB 需求增长将延续至 2026 年以后。

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