5月13日，鸿腾精密涨超15%，股价创历史新高！据传鸿海集团已向英伟达交货全光CPO机柜。
消息面上，据5月13日市场媒体报道，市场传出，鸿海集团“全光CPO交换机机柜”已提前向大客户英伟达交货，且出货目标从原先预估的2026年超过1万台，大幅上修至2026至2027年合计超过5万台。业内人士透露，鸿海在越南工厂生产的全光CPO交换机机柜”，供应极为紧张，连展示用机柜都已全部交给英伟达，“一机不剩”。原本计划在今年台北国际电脑展(Computex)上展示的CPO交换机机柜，届时可能也看不到实物。
据报道，鸿海集团是英伟达全光CPO的唯一代工与设计制造商(ODM)。这一独家地位，意味着英伟达CPO出货量的增长将直接转化为鸿海的订单。英伟达计划在2026至2027年实现CPO交换机出货超过5万台，鸿海是这一目标的唯一执行方。
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