智通财经APP获悉，鸿腾精密(06088)现涨超4%，截至发稿，涨3.94%，报2.11港元，成交额7493.62万港元。
消息面上，5月7日消息，OpenAI计划扩大其5000亿美元的美国数据中心项目“星际之门”，方式是加大海外投资，不过该集团没有透露该项目融资和实施方式的细节。国盛证券指出，关税扰动引发市场过度避险，但全球AI产业基建的产业浪潮仍在加速兑现。
据悉，鸿腾精密24年以2.2亿元收购华云光电70%的股权，进一步加速公司在高速光模块与CPO技术的布局。长江证券指出，公司依托“3+3”战略，外延并购与内生增长并重，快速切入高景气赛道，有望形成电动车高压连接器、AI光模块、消费电子声学三大增长极。主业复苏与AI、新能源、消费电子声学增量共振，叠加全球化产能布局降本，盈利弹性有望持续释放。
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