港股异动 | 汇聚科技(01729)现涨超16% 公司有望受益AI算力高景气度及汽车智能化趋势

智通财经
Oct 24, 2025

智通财经APP获悉,汇聚科技(01729)盘中涨超16%,截至发稿,涨11.95%,报15.83港元,成交额2.79亿港元。

消息面上,10月23日,汇聚科技举办投资者日活动。光大证券发布研报称,基于AI算力维持景气度,AI相关数据中心等基础设施带动公司数据中心电线组件、特种线缆、服务器ODM业务收入持续高速增长;汽车智能化趋势推动汽车线缆需求高速增长,叠加控股股东立讯精密收购德国线束厂Leoni AG,后续Leoni AG旗下Leoni K汽车线缆业务和公司相关业务有望持续发挥渠道、技术等协同效应,维持公司“买入”评级。

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