智通财经APP获悉，鸿腾精密(06088)涨超9%，截至发稿，涨9.32%，报3.99港元，成交额1.84亿港元。
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，招银国际表示，预计公司去年收入及纯利分别为45.55亿及1.79亿美元，同比分别增长9%及39%。该行指出，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。
此外，鸿海公布的财报显示，该公司1月营收5387亿元新台币，同比增3.16%，环比减17.74%。主要是受惠AI云端产品拉货动能强劲。鸿海表示，与去年同期相比，该公司第一季度实现了强劲增长，预计第一季度业绩强于过去五年平均水平，比该公司上个月所说的“大致相似的水平”更为乐观。该公司还补充说，第一季度的可预测性比一个月前更好。
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