智通财经APP获悉，鸿腾精密(06088)再跌超8%，较今年1月高点已跌超40%。截至发稿，跌7.54%，报2.33港元，成交额4727.9万港元。
消息面上，美国总统特朗普宣布对贸易伙伴征收对等关税措施，苹果全球供应链或受直接冲击。此外，高盛近期大幅调低全球AI服务器出货量及供应链股价预期，蔡崇信也发布有关美国人工智能数据中心建设出现泡沫的言论，市场关于算力过剩的担忧再度发酵。
值得注意的是，鸿海董事长刘扬伟近期表示，AI将成为鸿海今年最重要的运营动力；服务器营收在未来两年内有望超越iPhone业务。华泰证券指出，24年下半年，鸿腾精密实现营业收入23.9亿美元，同比减少1%。其中，受益于AI带动服务器需求回升，公司铜基零部件产品出货量回升，网络设备业务收入同比增长60%；受大客户苹果新机连接器单价下滑的影响，公司智能手机业务收入同比下滑13%。
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