周三盘中，鸿腾精密（06088.HK）股价大涨5.07%，引发市场关注。这一涨势很可能与其母公司富士康的强劲业绩表现以及行业整体向好趋势有关。
据报道，富士康预计第一季度净利润将同比增长72%，主要得益于人工智能服务器需求持续强劲。富士康董事长刘扬伟甚至预计，公司的服务器业务收入将在两年内超越iPhone业务收入。此外，富士康在印度的iPhone产量预计将大幅增长，显示出苹果供应链多元化战略的进展。
作为富士康产业链的重要一环，鸿腾精密的一季度业绩显示，公司实现收入11.03亿美元，同比增长14%。尽管净利润同比下滑38%，但公司预计其网络基础设施业务收入在第二季度将保持双位数增长（>15%）。这一预期很可能是推动股价上涨的关键因素之一，显示出投资者对公司未来业绩的乐观预期。
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