格隆汇7月10日丨豪鹏科技(001283.SZ)于近期投资者关系活动表示，公司AI类别业务涵盖AIPC、AI耳机、AI眼镜、AI玩具、AI服务器(BBU)等产品。2025年上半年，PC类产品AI渗透率相对领先，其他品类的AI+端侧产品将陆续在下半年开始试产、量产。公司在细分领域的头部客户、高端产品机型的卡位将充分受益于AI的渗透率提升，AI类业务占公司营收比例将持续提升。
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