鸿腾精密早盘涨近9% 招银国际维持“买入”评级

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04 Feb
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  鸿腾精密(06088)股价上涨8.80%,现报3.71港元,成交额5214.89万港元。

  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。近日,招银国际发表研报指,对鸿腾精密(06088)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。 该行将鸿腾精密的目标价由4.38港元上调至4.79港元,预计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。

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