鸿腾精密(06088)盘中股价大涨9.38%,引发市场关注。据分析,该股价上涨主要受益于以下几个方面的利好因素:
一方面,鸿腾精密主打的服务器产品线如GB200/300服务器等,产能将提升,预计订单将持续增长。同时新产品如GPU插槽、液冷零部件和NVLink铜背板订单也在增加。
另一方面,鸿腾精密的汽车电子业务AK集团并表,将推动公司2025/26年收入进一步增长。此外,苹果方面5G手机在印度量产、加之中国手机补贴政策出台,预计将拉动供应商鸿腾精密的订单,提振营收和利润表现。
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