鸿腾精密（06088）今日盘中大涨13.07%，引起市场广泛关注。该股在早盘交易中表现强劲，成交量显著增加。
分析人士指出，鸿腾精密股价上涨主要源于其在人工智能（AI）领域的显著进展。作为鸿海集团旗下重要成员，公司在背板连接器、PCI电缆、UQD、NAQD及液冷产品等方面展现出巨大潜力。特别是公司开发的光模块和1.6T光模块已获微软等大客户采用，预计将大幅提升公司估值，彰显其高成长潜力。
值得注意的是，鸿腾精密通过与安费诺的专利交叉许可协议成功进入背板连接器市场，预期将大幅提升市场份额与利润。尽管传统消费电子业务面临挑战，但公司在液冷系统等新业务的布局被市场看好。有机构预测，到2026年，鸿腾精密的AI相关产品有望贡献2-2.5亿美元的利润，加上现有主营业务，公司总利润可能接近4亿美元。这一乐观前景可能是推动今日股价大幅上涨的主要原因。
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