港股异动 | 鸿腾精密(06088)尾盘涨超9% 税务稽查为每年例行活动 机构看好Q3业绩环比修复
鸿腾精密(06088)尾盘涨超9%，截至发稿，涨8.41%，报1.16港元，成交额1029.05万港元。
招银国际发布报告称，近期鸿海集团被税务稽查的负面因素对股价构成一定压力。母公司鸿海集团发布公告称，针对媒体报道的富士康旗下多家企业被调查一事，合法合规为鸿海在全球各地的基本原则，集团会积极配合相关单位的作业办理。该行与鸿腾精密管理层进行沟通，管理层认为税务稽查为每年例行活动，目前公司业务开展一切如常。
据悉，公司即将在11月9日发布3Q23业绩，该行预计公司收入/归母净利润将持续环比修复，而公司2H23E多种新产品放量以及汽车电子并购案顺利并表，将有助于进一步推动公司盈利水平修复。该行认为鸿腾包括新一代CPU接口产品、DDR5连接器以及应用在AI服务器方面的高速连接器产品将逐步上量，Voltaira汽车电子并购案也将如期完成并表，对于其收入和盈利能力有正面驱动作用。
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