智通财经APP获悉，鸿腾精密(06088)早盘涨超12%，截至发稿，涨12.14%，报2.31港元，成交额1.25亿港元。
兴业证券发布研报称，海外AI龙头CY25Q1维持积极的全年资本开支规划，AI算力需求持续增长有助于推动鸿腾精密XPU/GPU连接插槽、MCIO缆线、电源解决方案、冷却模块等解决方案需求，公司也在与母集团、合作伙伴共同开发CPO解决方案。依托鸿海集团在资源和产业链上的支撑，公司有望发挥技术实力和运营管理优势，AI业务有助于推动公司收入、盈利持续增长。
长江证券则表示，鸿腾精密持续推动生产基地的区域优化，不再过度依赖单一区域，而是在亚洲、美洲、欧洲等地进行产能配置和调整。这一方面是为了贴近核心客户群，提升公司响应速度和服务效率，同时也是为了增强供应链的共识和抗风险能力。近期，鸿腾精密特别关注新兴市场该领域的增长潜力，如在东南亚地区和印度等地，通过高效新建工厂或扩大现有生产线的方式，积极提升当地的制造能力。
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