金吾财讯 | 鸿腾精密(06088)盘初走高，截至发稿，涨4.27%，报3.66港元，成交额1235万港元。消息面上，招银国际表示，对鸿腾精密持正面看法，认为公司将受益GB200/300AI服务器产能提升以及GPU插槽、液冷零部件和NVLink铜背板订单增加。此外，AirPods在印度量产和汽车电子业务AK集团的并表也将推动2025/26年的收入增长。此外，该行认为公司估值将有望迎来重估机遇，利润水平更高的服务器/网络和汽车业务的FY25/26E收入占比将提升至31%/32%，大幅高于FY23的17%。中信建投此前指出，鸿腾精密是精密零组件领域全球头部厂商，鸿海是公司实际控制人。AI发展带动算力基础设施建设，连接系统架构向更加高速升级。鸿腾精密高速连接系统方面布局涵盖铜连接、光模块等领域，有望充分受益。随着业务规模的扩大、提质增效的持续推进，未来公司盈利能力有望提升。
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