鸿腾精密今日盘中大涨5.10%，引起了市场的广泛关注。
消息面上，母公司鸿海精密近日被报道已提前向英伟达交付全光CPO交换机机柜，出货目标从此前万台大幅上调至5万台。同时，鸿海此前在法说会上宣布AI服务器已占服务器总营收50%以上，全年AI机架出货量有望翻倍，资本支出计划增长逾30%。
鸿腾精密作为鸿海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于AI算力基础设施扩张，市场预期其将直接分享母公司订单增长红利，从而推动了股价的上涨。
鸿腾精密今日盘中大涨5.10%，引起了市场的广泛关注。
消息面上，母公司鸿海精密近日被报道已提前向英伟达交付全光CPO交换机机柜，出货目标从此前万台大幅上调至5万台。同时，鸿海此前在法说会上宣布AI服务器已占服务器总营收50%以上，全年AI机架出货量有望翻倍，资本支出计划增长逾30%。
鸿腾精密作为鸿海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于AI算力基础设施扩张，市场预期其将直接分享母公司订单增长红利，从而推动了股价的上涨。
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