异动解读 | 鸿腾精密盘中股价大跌5.14%,传英伟达芯片遭遇技术瓶颈,加上消费电子及汽车业务疲软拖累

异动解读
16 Dec 2024

鸿腾精密股价今日盘中出现大跌,一度下跌5.14%,引发市场广泛关注。从相关新闻报道看,导致该股暴跌的主要有以下几个原因:

一方面,市场传出鸿腾精密的主要客户英伟达下一代Blackwell架构芯片GB200的量产计划再度遭遇技术瓶颈,量产时间或将延迟至2025年3月,对公司未来业绩造成一定冲击。

另一方面,鸿腾精密前期公布的2024年第三季度财报显示,虽然公司人工智能相关连接产品业务保持强劲,但消费电子和电动车业务需求疲软,在很大程度上抵消了上述业务的增长,导致整体业绩同比仅小幅增长0.8%,对市场预期产生一定负面影响。

此外,数据显示,南向资金本周内连续三日净卖出鸿腾精密股票,净流出金额达712.5万股,或加剧了股价下跌压力。

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