智通财经APP获悉，鸿腾精密(06088)早盘涨超7%，截至发稿，涨5.36%，报3.54港元，成交额7728.07万港元。
消息面上，黄仁勋近日接受采访称，“我们正在与台积电合作开发硅光技术，但它仍然需要几年时间（落地）。我们应该尽可能继续使用铜技术，在那之后，如果需要，我们可以使用硅光技术，但我觉得那还需要几年时间。”此前市场担忧“光进铜退”。华鑫证券表示，铜光共进为Scale Up和Scale Out同时升级下的产业趋势。
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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