EPISODE · Jun 9, 2026 · 5 MIN
AI浪潮引爆“电子工业大米” MLCC超级周期来了？
from 华夏早播间
当前，AI算力扩张的浪潮正从芯片向更上游的基础元器件延伸。近期，被誉为“电子工业大米”的MLCC开启暴涨模式，全球主要原厂接连宣布涨价，机构纷纷将此轮行情定性为超级周期的起点。接下来，小夏将和大家聊一聊MLCC的投资机会。
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AI浪潮引爆“电子工业大米” MLCC超级周期来了？
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