金吾财讯 | 鸿腾精密(06088)股价发力，截至发稿，涨15.26%，报3.7港元，成交额3.33亿港元。消息面上，英伟达预计明年3月GTC大会揭露下世代GB300 AI服务器产品线，接踵而来的利好再度加强算力硬件端。在港股休市两日中，铜缆高速连接器方向接连走强，领涨A股。中信建投此前指出，鸿腾精密是精密零组件领域全球头部厂商，鸿海是公司实际控制人。AI发展带动算力基础设施建设，连接系统架构向更加高速升级。鸿腾精密高速连接系统方面布局涵盖铜连接、光模块等领域，有望充分受益。随着业务规模的扩大、提质增效的持续推进，未来公司盈利能力有望提升。
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