异动解读|鸿腾精密盘中上涨4.13%,母公司鸿海AI服务器积极展望持续提振股价

行情直击
May 22

5月22日,鸿腾精密盘中上涨4.13%,报9.01港元,成交额1.3亿港元,延续前一交易日反弹势头。

消息面上,母公司鸿海精密(富士康)近日在法说会上宣布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%,CPO交换机预计第三季进入量产。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。在经历此前因高估值压力导致的连续调整后,母公司积极展望推动股价显著反弹。

(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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