6月3日，鸿腾精密盘中上涨3.09%，报9.47港元，成交额8061.64万港元，在前一交易日回调后再度反弹。
消息面上，母公司鸿海精密近日被报道已提前向英伟达交付全光CPO交换机机柜，出货目标从此前万台大幅上调至5万台。同时，鸿海此前在法说会上宣布AI服务器已占服务器总营收50%以上，全年AI机架出货量有望翻倍，资本支出计划增长逾30%。鸿腾精密作为鸿海高速连接核心供应商，在铜连接、光模块及液冷散热领域持续受益于AI算力基础设施扩张，市场预期其将直接分享母公司订单增长红利。不过需关注的是，公司当前市盈率高达约55倍，远超电子元件行业平均水平，短期获利回吐压力仍存。
（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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