EPISODE · Jun 10, 2026 · 5 MIN
2026-06-10：台积电产能撑爆与中东PPE断供共振：A股PCB与先进封装正在重演“逼空式”牛市
from 深度市场: A股
上证冲上四千点，成交却缩到二点六七万亿，为什么科技股还能逼空上涨？答案可能藏在中东一条被掐断的PPE树脂供应链里：全球七成产能停摆，PCB价格一个月飙了四成。胜宏科技的舆情利空，究竟是风险，还是资金抢筹的黄金坑？而苹果链为什么反而承压？本期带你拆开这场硬科技资金迁徙。完整研报链接：https://deepmarket.report/zh/report/cn_stocks/2026-06-10?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-cn_stocks-zh&utm_content=2026-06-10-zh-CN&utm_term=report_link
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2026-06-10：台积电产能撑爆与中东PPE断供共振：A股PCB与先进封装正在重演“逼空式”牛市
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