鸿腾精密股价今日盘中大涨12.13%,引发市场关注。消息显示,该涨幅或与其在NVIDIA新一代人工智能(AI)芯片供应链中的地位有关。
据了解,NVIDIA最新推出GB300和B300系列芯片在性能上有了显著提升,其重要合作伙伴鸿腾精密凭借垂直整合优势,已进入GB300的研发设计阶段。市场看好鸿腾精密在NVIDIA新一代AI芯片供应链中掌握重要一环的地位。
分析认为,随着AI芯片迭代加速,上游供应链实力雄厚的厂商将获益可期,鸿腾精密或将在这一趋势下受青睐。鸿腾精密在芯片模组、组装等环节已积累丰富经验,未来还有望拓展水冷系统、连接器等领域。
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