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　　鸿腾精密（06088）早盘一度涨超6%，截至发稿，股价上涨4.88%，现报2.15港元，成交额8550.31万港元。

　　此前，鸿腾精密发布一季度业绩，公司实现收入11.03亿美元，同比增长14%；净利润624万美元；同比下滑38%；25全年智能手机/系统终端产品收入增速指引下调。受AI服务器市场和平台更新需求驱动，网络基础设施业务板块营收录得高速增长，公司预计网络基础设施业务收入25Q2将保持双位数增长（>15%）。

　　长江证券此前指出，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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