智通财经APP获悉，鸿腾精密(06088)再涨超4%，截至发稿，涨4.42%，报3.53港元，成交额7475.08万港元。
招银国际指出，近期与鸿腾精密管理层举办了一系列NDR会议，会议当中投资者主要关注要点包括先前给出的FY24E业绩指引完成情况、公司AI服务器相关产品出货情况以及后续公司经营展望。该行指出，AI服务器连接产品持续渗透并放量，以及AutoKabel汽车电子公司收购并表、AirPods印度产线投产出货，都将成为FY25E以后公司成长的主要驱动因素。
信达国际此前表示，鸿腾精密母企鸿海与英伟达在AI领域合作密切；公司凭藉多年连接器行业的技术积累、精益制造能力，有望通过英伟达认证，进入背板连接供应商名单；此外，随着生产效益爬坡，公司的Airpods份额可逐步提升，并有承接新型号的Airpods订单。该行指出，随着传统消费电子行业温和复苏，经营环境改善，公司在AI服务器零元件相关的产品逐步导入，市场将重新关注公司，估值可获向上重估。
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