鸿腾精密今日盘中大涨14.83%，引起了市场的广泛关注。
消息面上，招银国际发表研究报告指出鸿腾精密2025财年收入按年增长12%至50亿美元，管理层在业绩后非交易路演电话会议上重申对云端及数据中心业务势头的正面看法，该业务受惠于大规模人工智能服务器升级及未来新产品量产。管理层指引2026年云端及数据中心收入将按年增长70%，并上调了未来云端收入占比指引。
此外，国投证券国际发布研报指鸿腾精密2025年业绩验证了其在高景气赛道布局的有效性，AI与汽车业务已成为公司的核心增长引擎，技术研发与产品落地进度超预期。市场认为，公司作为全球连接器龙头，产品结构持续向高毛利、高增长领域倾斜，叠加鸿海集团的协同优势，成长空间广阔，这共同推动了股价的强势表现。
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