鸿腾精密（06088）今日盘中大涨5.83%，股价表现强劲。
消息面上，此次上涨主要受其母公司鸿海精密工业（富士康）近期发布的积极展望提振。鸿海在法说会上宣布，其AI服务器业务已占服务器总营收的50%以上，全年AI机架出货量有望翻倍，并计划将资本支出增长超过30%。同时，其CPO交换机预计将于第三季度进入量产阶段。作为鸿海在高速连接领域的核心供应商，鸿腾精密在铜连接、光模块及液冷散热等关键环节持续受益于AI算力基础设施的快速扩张。
此外，国投证券此前已给予鸿腾精密“买入”评级，目标价11.0港元，进一步增强了市场信心。在经历此前因高估值压力导致的连续调整后，公司股价今日出现显著反弹。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.