金吾财讯 | 鸿腾精密(06088)逆市走强，截至发稿，涨3.31%，报3.43港元，成交额3329万港元。消息面上，招银国际发表研报指，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。
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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