汇聚科技午前涨超8% 机构料公司MPO业务未来数年有望高速增长

新浪港股
Sep 11
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  汇聚科技(01729)早盘股价上涨8.31%,现报16.03港元,成交额1.44亿港元。

  上交所、深交所此前发布公告,汇聚科技获纳入沪港通及深港通计划项下的合资格证券名单,均自2025年9月8日起生效。股份获纳入名单后,中国内地的合资格投资者将可直接透过上海证券交易所及深圳证券交易所买卖股份。

  招商证券发布研报称,AI算力加速建设,相比传统单芯连接器,MPO具有节省布线空间、优化布线复杂度等优势,顺应AI数据中心升级趋势。MPO业务是公司核心利润来源,技术行业领先,目前16芯MPO已形成批量出货,卡位海外云厂供应链,是谷歌体系主力供应商,公司MPO产品需求旺盛,且盈利能力远高于公司平均水平,在未来大客户持续拓张和海外产能建设以及技术迭代大势下,我们判断MPO业务未来数年高速成长无忧。

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