6月12日，鸿腾精密盘中上涨3.01%，报7.45港元，成交额1.07亿港元。
消息面上，此前研究机构SemiAnalysis发布看空报告，认为CPO规模化量产将推迟至2028~2029年，引发光通信板块6月10日深度调整，鸿腾精密当日跌超10%。但英伟达网络高级副总裁Gilad Shainer随后公开反驳该判断，明确表示下半年CPO产品交付计划不存在延期，合作伙伴Lambda已确认获得CPO交换机，下半年将加速推进CPO放量。经历连续多日回调后，市场情绪修复，超跌反弹动能释放。
（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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