5月21日，鸿腾精密盘中上涨4.2%，报8.81港元，成交额1.02亿港元。此前股价因绩后高估值压力连续多日下跌，今日出现技术性反弹。
消息面上，母公司鸿海近日召开法说会，宣布AI服务器已占服务器总营收50%以上，AI机架出货量全年有望翻倍，并计划资本支出增长逾30%。同时，CPO交换机预计第三季进入量产，全年出货量目标1万台。此外，有机构预计富士康将成为全球最大服务器供应商，鸿腾精密作为其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AI算力基础设施扩张。国投证券此前给予"买入"评级，目标价11.0港元。
（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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