{"data":{"article":{"C_TYPE":"0","ALL_WATCH_NUM":5809020,"server_time":1781748598789,"C_AUTH_LEVEL":"2","N_WATCH_NUM":8453,"ipLocation":"北京","contentRatio":0.00,"ASSESS":"0","cost_integral":0,"previewContent":"","MOMENTS_NUM":5799,"C_NICKNAME":"小鑫","C_IS_RELEASE":"1","default_title_img":false,"commentSet":0,"ARTICLES_NUM":391,"C_TITLE_IMG":"https://file.wogoo.com/app/article/20260615/59cb5ddd71c74910b34f599639edfaa2.png","ARTICLE_ID":"dcdd772f1a0047538a840aca1009a2b0","cost_fengyunbei":0.00,"C_TITLE":"一图看懂 | HVLP4铜箔概念股","RELATION":"-1","C_CONTENT":"<div> \n <p style=\"text-align: justify; word-break: break-all; text-indent: 0px;\">6月14日，华西证券发布了一篇电力设备行业的研究报告，报告指出，AIDC景气高企，重点看好铜箔持续量利齐升趋势。</p> \n <p style=\"text-align: justify; word-break: break-all; text-indent: 0px;\">继T-glass玻纤布之后，HVLP4铜箔正成为2026年下半年最关键的供应约束，市场预计今年缺口将达1500吨，并在2027年进一步扩大至2500吨。</p> \n <p style=\"text-align: justify; word-break: break-all; text-indent: 0px;\">而据Digitimes Asia援引行业人士消息，英伟达及其主要客户正再度直接介入上游材料供应协调，以确保下一代AI服务器的量产与出货进度不受影响。</p> \n <p style=\"word-break: break-all; text-indent: 0px; text-align: justify;\">英伟达正向玻纤布和铜箔供应商提供更清晰的订单能见度，并推进直接寄售模式，提前逾一年锁定关键上游产能。<br><br><img style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https://file.wogoo.com/app/article/20260615/03fae8e2e5fc46eba3ae5bfe7b028a00.png\" alt=\"\"></p> \n</div>","notSeeState":0,"C_UID":"97f240b8b13241d495ffc4f89dc48fe3","forwardSet":0,"costAmount":0.00,"C_INTRODUCE":"继T-glass玻纤布之后，HVLP4铜箔正成为2026年下半年最关键的供应约束。","N_LIKE_NUM":34,"is_free":0,"charge_state":true,"T_RELEASE_TM":"2026-06-15 18:01:13","C_TITLEIMG_TYPE":"0","C_IMG":"https://file.wogoo.com/app/userImg/20230404/032fc8f2ccb5425aa950354b1c14980e.jpeg","lastUpdateTime":"2026-06-15T18:03:44.000+0800","who":"1"}},"resultState":true,"resultCode":"00","resultMsg":"查询成功！"}