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LCC(多层陶瓷电容器),在AI算力爆炸与电动车普及的双重推动下,正迎来新一轮的价值重估与资本关注。  近期韩国市场MLCC现货价格大幅调涨近20%,反映出这项基础组件正从传统的周期性波动,转向由技术红利引导的结构性成长轨道。 这不仅是价格的短期反弹,更是产业逻辑的根本改变。  AI技术的应用对MLCC的需求产生了质与量的巨大改变。 传统服务器的MLCC用量已显可观,但具备强大算力的AI服务器因耗

sp;     Advanced Drainage Systems公司(NYSE:WMS)将以10亿美元全现金收购Norma集团的水务部门。该收购预计在第一年就能对调整后每股收益产生增厚效应,并将扩大ADS在新领域的水管理解决方案业务。责任编辑:张俊 SF065

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