港股异动 | 亿和控股(00838)尾盘涨超6% 服务器机箱业务受益AI资本开支浪潮 公司已进入华为供应商体系

智通财经
Oct 08

智通财经APP获悉,亿和控股(00838)尾盘涨超6%,截至发稿,涨6.67%,报1.28港元,成交额1548.39万港元。

消息面上,花旗近日大幅上调AI资本开支预测,称AI基建部署正在急剧加速。招银国际此前发布研报称,亿和的墨西哥工厂收入持续增长并实现连续两年盈利,或将受益于更多主机厂业务与新的关税政策。此外,华为和超聚变是亿和服务器机箱业务最大的客户,而亿和已经进入华为的钣金结构件主力供应商体系,意味着之后的份额可能大幅提升。

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