5月12日，鸿腾精密（06088）早盘一度涨超6%，截至发稿上涨4.88%，报2.15港元。公司一季度实现收入11.03亿美元，同比增长14%，净利润624万美元，同比下降38%。受AI服务器市场和平台更新需求驱动，网络基础设施业务营收高速增长，预计25Q2将保持双位数增长（>15%）。长江证券认为，公司通过“3+3”战略快速切入高景气赛道，未来有望在电动车高压连接器、AI光模块等领域实现新增长。
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