鸿腾精密科技股份有限公司12日盘中大跌5.37%,引发市场关注。
此前有消息指出,英伟达GB200 NVL机架平台可能存在供应链问题,预计将延续到2026财年上半年。消费者鸿腾精密作为英伟达的重要供应商之一,为其提供高速连接系统产品。一旦英伟达的供应链问题持续加重,将直接影响鸿腾精密的订单情况。
鸿腾精密专门从事精密零件供应相关业务,主要产品包括高速连接器、无线及光学元件模块等,客户多为全球重量级科技公司。若英伟达等主要客户的需求遇冷,恐将大幅削弱鸿腾精密的营收表现。因此,供应链问题的风险或成为引发鸿腾精密当日大跌的主因。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.