鸿腾精密(06088)涨超6%,截至发稿,涨6.06%,报2.45港元,成交额9877.36万港元。消息面上,贸易谈判传出新进展,招商证券指出,近期关税压力边际缓解,看好消费电子板块修复弹性。兴业证券表示,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...
Source Link鸿腾精密(06088)涨超6%,截至发稿,涨6.06%,报2.45港元,成交额9877.36万港元。消息面上,贸易谈判传出新进展,招商证券指出,近期关税压力边际缓解,看好消费电子板块修复弹性。兴业证券表示,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...
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