智通财经APP获悉，鸿腾精密(06088)现涨近6%，截至发稿，涨5.45%，报2.9港元，成交额7505.47万港元。
消息面上，据财联社报道，针对英伟达GB200 AI服务器是否量产，鸿海董事长刘扬伟在法说会上表示，经过半年多来的数据收集，GB200的良率已经达到批量生产标准。此外，天风国际证券分析师郭明𫓹发布报告称，预计B300发布为英伟达GTC2025重点，预计在25年二季度试产并于三季度量产。
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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