6月22日，鸿腾精密盘中上涨3.27%，报7.76港元，成交额1.36亿港元。消息面上，此前SemiAnalysis发布报告称CPO规模化量产或延至2028年乃至2029年，引发光通信板块连日深度调整，鸿腾精密自6月3日高点以来累计回撤超30%。但英伟达高管已公开反驳并明确下半年CPO交换机量产计划不存在延期，叠加工信部近期印发《"人工智能+信息通信"创新发展实施意见》强调加强高端光电芯片和器件研发，AI算力瓶颈正逐渐向"连接"转移，市场对CPO量产争议逐步消化，前期超跌股价迎来技术性修复。
（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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