智通财经APP获悉，鸿腾精密(06088)午后跌超5%，截至发稿，跌4.8%，报3.37港元，成交额4127.09万港元。
消息面上，汇丰在此前11月的报告中认为，英伟达的GB200 NVL机架平台已经大致恢复正常，预计将于2026财年第一季度开始大规模生产。但目前汇丰调整预期，认为GB200的供应链问题仍然存在，尤其是在ODM组装方面。汇丰还补充道，目前很难确定GB200供应链问题的具体位置，尤其是英伟达的GB200机架服务器架构越来越复杂。预计英伟达GB200供应链问题将延续到2026财年上半年（即2025年2月到2025年7月)。
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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