招银国际发表报告指出，FIT HON TENG(鸿腾精密)(06088.HK) 将于3月中旬披露去年第四季及全年业绩，该行料其去年收入及纯利分别为45.55亿及1.79亿美元，按年分别增长9%及39%，去年第四季收入与纯利按年增长5%及6%，至13.13亿与7,840万美元，大致符合公司指引及市场预期。
展望今年，该行对鸿腾精密持正面看法，因公司是GB200/300服务器的主要受惠者，而AirPods在印度的生产，以及对AK集团的整合，也将推动公司今明两年的销售增长。
此外，该行将鸿腾精密的目标价由4.38元上调至4.79元，料AI服务器动能将推动重评，因高毛利的人工智能服务器/网络及汽车业务，在今明两年的销售占比中分别升至31%与32%，相对于2023年的17%大幅提升，并维持对其“买入”评级。(jl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-27 16:25。)
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