异动解读|鸿腾精密盘中下跌3.31%,CPO量产时间表争议持续发酵股价延续弱势

行情直击
Jun 18

6月18日,鸿腾精密盘中下跌3.31%,报7.6港元,成交额4248.71万港元。

消息面上,此前SemiAnalysis发布报告称CPO规模化量产或延至2028年乃至2029年,尽管英伟达高管公开反驳并明确下半年CPO交付计划不存在延期,市场对量产节奏的分歧仍未弥合。鸿腾精密自6月3日高点以来累计回撤超30%,动态市盈率约47倍仍远超电子元件行业平均水平,叠加董事会主席卢松青此前以每股均价约10.05港元减持13.7万股,获利盘与套牢盘抛压持续释放,股价延续震荡回落格局。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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