港股异动 | 鸿腾精密(06088)再涨近4% 3月初至今实现翻倍 铜互联产业链迎放量机遇
鸿腾精密(06088)再涨近4%，3月初至今股价实现翻倍。截至发稿，涨2.83%，报2.18港元，成交额2469.06万港元。
民生证券表示，英伟达新产品GB200有望成为一款走量产品，其GPU内部连接采用的铜缆的技术方案，相关供应链有望伴随其迎来放量机遇。该行指出，鸿腾精密今年DesignCon推出224G高速I/O系列产品，此外，公司也发展出优秀的铜连接解决方案，特别是在晶片中心架构中，包括共同封装解决方案、近晶片连接器和224G内部电缆到IO等家族系列产品。
中金公司此前指出，鸿腾精密网络设备及电脑类业务收入存在短期增长压力。但在AI基础设施建设中的收入占比可能会有所提升，同时公司积极全球化布局可能会推动其来自北美大客户的收入提升。
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