鸿腾精密（06088）今日盘中大涨5.42%，引起了市场的广泛关注。
消息面上，此次股价上涨主要受到其母公司鸿海精密积极消息的推动。鸿海精密近日在法说会上宣布，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，资本支出计划增长超过30%，并且其CPO交换机预计将在第三季度进入量产。更关键的是，据报道，鸿海已提前向英伟达交付了全光CPO交换机机柜，出货目标从此前的万台级别大幅上调至5万台。鸿腾精密作为鸿海在高速连接领域的核心供应商，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，市场预期其将直接分享这一增长红利。
综合来看，母公司在AI服务器和先进连接技术领域的强劲订单与前景，为鸿腾精密的业绩增长提供了明确支撑，吸引了市场资金的重新关注与介入。
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