9月25日，和讯投顾刘玉红称，科技方向今日又有新消息，台积电上调了明年给英伟达客户的产能预期，这表明算力市场需求依旧十分火爆。台积电此次加大了封装产能，以满足市场需求，配套的PCB规模化需求也在提升，
9月25日，和讯投顾刘玉红称，科技方向今日又有新消息，台积电上调了明年给英伟达客户的产能预期，这表明算力市场需求依旧十分火爆。台积电此次加大了封装产能，以满足市场需求，配套的PCB规模化需求也在提升，其市场需求持续提高，相关股票行情尚未结束。近期不少股票在调整，操作上可寻找调整较为充分的股票，逢低参与。
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