智通财经APP获悉，鸿腾精密(06088)再涨超7%，该股昨日收涨逾13%。截至发稿，涨7.3%，报2.5港元，成交额1.88亿港元。
消息面上，英伟达近期公布的一季度业绩显示，数据中心营收同比增长73%，环比增长10%，AI推理市场需求高度增长，token生成量在短短一年内激增10倍，体现了AI市场的高景气度仍在延续。此外，博通第二财季调整后净营收150亿美元，分析师预期149.6亿美元，第二财季半导体解决方案营收84.1亿美元，分析师预期83.9亿美元。
兴业证券指出，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公司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。
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