金吾财讯 | 鸿腾精密(06088)股价发力，截至发稿，涨5.45%，报2.9港元，成交额9158万港元。消息面上，招银国际表示，鸿腾精密去年收入同比增长6%基本符合预期；而净利润同比增长19%, 低于市场预期，因运营支出和并购相关一次性费用增加。该行认为，在该行与管理层举行NDR会议之后，该行认为公司订单前景和新项目 on track，随着过去一个月股价下跌 25%（而恒生指数增幅4%），该行认为长期买入时点已浮现。
中金指出，鸿腾精密2024年业绩低于预期。该行指出，根据Semi Analysis，英伟达新产品GB300/B300 Bianca板设计发生变化，新增了GPU socket需求，其中FII或为SXM Puck及socket独家供应商。考虑到鸿腾是鸿海体系内做socket起家的连接器和线缆公司，预计鸿腾有望在其中实现较好布局。
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