EPISODE · Jun 22, 2026 · 8 MIN
大族激光隐形算力卖铲人！从激光突围到 PCB 设备称王
from AI解研说
AI 算力竞赛的底层胜负手，从来不只有 GPU，还有支撑所有硬件的 PCB 精密制造设备。作为全球 PCB 钻孔设备龙头，大族数控凭借超高精度微孔技术，吃透 AI 服务器产业红利，业绩、市值双双暴涨。回溯大族激光三十年发展历程，从民企破局国外技术垄断，借力资本市场迭代升级，深耕激光设备、PCB 智能制造两大核心赛道，深度绑定消费电子、新能源、半导体、AI 算力产业链。解读中国制造从低端代工到高端设备自主可控的进阶之路与长期机遇。
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