6月2日，华勤技术盘中上涨4.16%，报98.2港元/股，成交额1.66亿港元。消息面上，英伟达GTC Taipei大会于6月1日开幕，黄仁勋发表主题演讲，此前英伟达、微软、ARM三方同步预告"PC新时代"，暂定名N1X的PC处理器即将发布，AI PC产业链预期升温。
公司作为英伟达AI服务器原始设计制造商，深度绑定算力生态，超节点产品Q2开始小批量发货，全年收入目标超百亿元，数据中心业务年营收预计突破600亿元。此外，富国基金于5月26日增持公司19.78万股H股，持股比例升至6.1%。同行业联想集团今日涨7.21%、联想控股涨7.87%，算力硬件板块整体走强形成共振。
（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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