鸿腾精密(06088)今日盘中大涨8.74%,引发了市场的广泛关注。
消息面上,英伟达CEO黄仁勋近期演讲宣布,英伟达将继续采用铜缆互联方案,未来数年将继续使用铜缆。这一趋势利好了鸿腾精密在高速连接器领域的布局。
公开资料显示,鸿腾精密是全球头部精密零组件厂商,在高速连接系统方面布局涵盖铜连接、光模块等领域。随着AI、大数据中心等算力基础设施建设,对更高速连接系统的需求不断扩大,英伟达铜光共进趋势明朗,鸿腾精密高速连接器产品出货量将获益显著增长。市场对公司长期盈利能力持乐观态度,推动股价大涨。
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