Serenity评Leopold重仓太阳诱电：AI瓶颈正向最小元器件扩散，MLCC将迎强劲需求

Serenity评Leopold重仓太阳诱电：AI瓶颈正向最小元器件扩散，MLCC将迎强劲需求

2026-08-12 10:17

ChainThink 消息，8 月 12 日，据 Serenity 发文，最新持仓披露显示，Leopold 旗下基金 Situational Awareness 持有日本太阳诱电（Taiyo Yuden）约 5.99% 股份。

截至 6 月 29 日，Leopold 平均持仓成本约为每股 17,446 日元，当前股价约 9,797 日元，持仓处于浮亏状态。

太阳诱电为全球主要 MLCC 制造商之一，6 月出货量达 400 亿颗，创五年单月新高。

Serenity 表示，AI 服务器对高容值、低电压、小尺寸 MLCC 的需求正在增强，村田、三星电机等厂商也受益于相关需求。Serenity 还称，其今日已加仓太阳诱电。

近期韩日头部 MLCC 厂商正将部分消费级产能转向 AI 用更高规格产品，中高容值消费级 MLCC 库存降至 30 天以下，渠道价格上涨。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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