6月15日，鸿腾精密盘中上涨3.67%，报7.79港元，成交额8604.42万港元。消息面上，此前SemiAnalysis发布看空报告称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%。但英伟达网络业务高级副总裁随后公开回应，明确表示Spectrum-X以太网CPO交换机将按原计划于下半年启动量产交付，不存在延期，且已在Lambda等合作伙伴的生产级GPU集群中完成部署。市场对CPO放量预期企稳，叠加电子元件板块整体走强，前期超跌的鸿腾精密迎来技术性修复。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.