智通财经APP获悉，鸿腾精密(06088)现跌超9%，截至发稿，跌7.99%，报3.11港元，成交额1.2亿港元。
消息面上，英伟达近日发布最新财报及新一季预告，预计截至4月的财年第一季度营收约为430亿美元。分析师平均预期为423亿美元，其中部分预测甚至高达480亿美元。隔夜美股英伟达(NVDA.US)重挫逾8%。此外，摩根士丹利本月初曾表示，将2025年英伟达GB200出货量从此前的3万-3.5万大幅下调至2万-2.5万件，可能导致GB200供应链的市场影响达300亿至350亿美元。
开源证券发布研报称，据报道，第一批搭载Blackwell芯片的机架出现过热现象，并且芯片之间的连接方式出现了故障，进一步导致GB200机柜交付延迟。招银国际此前指出，鸿腾精密是全球服务器连接器龙头厂商之一，鸿腾精密网络连接业务的高速连接器产品出货量将显著增加，受益GB200服务器量产出货。
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