智通财经APP获悉，鸿腾精密(06808)再涨超7%，月内累计涨幅已超30%。截至发稿，涨5.85%，报3.44港元，成交额6656.57万港元。
消息面上，鸿腾精密2024年三季度实现收入11.74亿美元，同比增长1%；净利润6800万美元，同比增长24%。盈利能力提升主要系公司组织管理和生产效率改善。光大证券指出，AI需求强劲驱动网络基础设施营收高速增长：主板连接器和线缆销售额同比增长三倍。AI服务器背板连接器和高速铜缆持续认证中。光学产品方面，1.6T光模块已送样客户进行评估。
招银国际发布研究报告称，维持鸿腾精密“买入”评级，上调FY25/26E EPS预测值3%/5%以反映3Q24业绩及非常正面的业绩指引，新的目标价4.38港元。公司近期的股价驱动因素包括：GB200 AI服务器新料号验证进展，印度地区AirPods产线建设和Auto-Kabel公司收购完成并表进展。
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