智通财经APP获悉，鸿腾精密(06088)现涨超6%，截至发稿，涨7.92%，报3.68港元，成交额2862.48万港元。
消息面上，鸿腾精密将于3月中旬披露去年第四季及全年业绩。招银国际发布研报称，该行预计其去年收入及纯利分别同比增长9%及39%；去年第四季收入与纯利分别同比增长5%及6%。展望2025年，该行仍看好鸿腾精密，公司将受益GB200/300服务器产能提升以及GPU插槽、液冷零部件和NVLink铜背板订单增加。此外，AirPods在印度量产和汽车电子业务AK集团的并表也将推动2025/26年的收入增长。
此外，尽管美国加征关税短期内将带来一些不确定性，但根据以往特朗普1.0对加征关税的经验以及产业链全球布局加快，招银国际认为对苹果产业链影响有限，目前对iPhone更换周期依然持乐观态度，由于Apple Intelligence在上半年更多市场推出及中国手机补贴政策推出，该行预计新AI功能和即将推出的5款新iPhone机型将有望拉动2025年iPhone出货量。
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