异动解读|鸿腾精密盘中上涨3.83%,CPO量产延期担忧缓解叠加电子元件板块集体反弹

行情直击
Jun 30

6月30日,鸿腾精密盘中上涨3.83%,报7.05港元,成交额6775.52万港元。

消息面上,此前引发市场恐慌的CPO量产延期争议近日获得产业端澄清。英伟达网络业务高级副总裁Gilad Shainer明确回应称,Spectrum-X以太网CPO交换机将按照既定计划于下半年启动量产和客户导入,不存在延期问题。多位产业人士亦表示,市场此前或混淆了"小批量验证导入"和"全行业普及"两个不同周期。同日电子元件板块整体走强,胜宏科技涨7.06%,蓝思科技涨4.93%,舜宇光学科技涨3.87%,板块超跌反弹情绪带动鸿腾精密自近期低位企稳回升。

(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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