鸿腾精密今日盘中大涨5.04%，成为市场焦点。
消息面上，英伟达与康宁签署了多年期商业与技术合作协议，康宁计划大幅提升其光学连接制造能力及光纤产量，以响应AI工厂建设加速带来的需求增长，这一消息直接提振了港股光通信概念板块。
此外，鸿腾精密的母公司鸿海精密公布了4月营收数据，创下历史同期新高，同比增长29.7%，主要得益于AI云端产品拉货动能强劲。同时，谷歌、微软、AWS及Meta等科技巨头均上调了全年资本开支展望，市场对AI基础设施的持续扩张预期强烈。鸿腾精密在CPU插槽与连接元件领域占据70%-80%的市场份额，其管理层也已上调了云/数据中心业务的收入占比预期，公司正持续受益于AI基建浪潮。
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