鸿腾精密(06088)今日盘中大涨6.23%,引起市场广泛关注。
消息面上,英伟达公司宣布将继续采用铜缆互联方案,未来数年将继续使用铜缆。高速铜缆相较于光模块通常能节省成本50%至80%,同时能将芯片性能提升高达30倍,使用功耗大幅降低。
权威机构LightCounting指出,高速铜缆市场在2023年至2027年间年复合增长率将达25%,到2027年其出货量预计将达2000万条,国内市场规模已突破百亿元,未来增量市场空间将在千亿元左右。鸿腾精密作为全球头部精密零组件厂商,在高速连接系统领域布局了铜连接等,有望充分受益于高速铜缆市场未来的高速增长。
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