鸿腾精密股价今日盘中大跌5.04%,引发市场广泛关注。
鸿腾精密作为全球领先的服务器连接器供应商,其股价走势与人工智能(AI)服务器产业链的发展前景密切相关。消息人士分析认为,鸿海集团上调第一季度业绩预期,或是引发鸿腾精密股价调整的重要因素。
鸿海集团作为鸿腾精密的母公司以及英伟达等AI芯片厂商的主要服务器供应商,上月营收创历年同期次高,加上上调第一季度业绩预期,令市场原本对AI服务器产业链公司的预期上调。然而,分析师指出,鸿腾精密相关收入占比仍然较低,或许无法在短期内充分受益于AI服务器订单增长。市场对公司未来业绩增长预期的调整,或是造成其股价大跌的主要原因。
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